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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,325 | $142,409-40.1% | $119,634-28.7% | $134,545-36.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.03% | -12.46%-3.6pp | -14.98%-1.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,101 | $6,468-36.6% | $5,601-26.8% | $6,401-35.9% |
| Admin fee / account holder | $24,332 | $13,594+79.0% | $10,329+135.6% | $11,431+112.9% |