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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 | $142,519 | $97,020+46.9% | $83,327+71.0% | $135,380+5.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.70% | 12.31%-18.0pp | 10.64%-16.3pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,546 | $5,964-23.8% | $5,565-18.3% | $5,609-19.0% |
| Admin fee / account holder | $1,190 | $8,426-85.9% | $7,540-84.2% | $10,828-89.0% |