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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 | $83,984 | $158,852-47.1% | $121,220-30.7% | $135,380-38.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | -3.85% | -0.64%-3.2pp | 16.94%-20.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,775 | $4,006+19.2% | $3,345+42.7% | $5,609-14.9% |
| Admin fee / account holder | $10,109 | $6,515+55.2% | $5,021+101.3% | $10,828-6.6% |