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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 | $119,932 | $142,361-15.8% | $119,608+0.3% | $134,509-10.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -10.52% | -12.46%+1.9pp | -14.98%+4.5pp | 418.13%-428.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,118 | $6,468-51.8% | $5,601-44.3% | $6,400-51.3% |
| Admin fee / account holder | $2,865 | $13,588-78.9% | $10,326-72.3% | $11,427-74.9% |