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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 | $32,836 | $73,863-55.5% | $143,797-77.2% | $68,490-52.1% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -12.92% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,713 | $3,385-49.4% | $5,638-69.6% | $4,028-57.5% |
| Admin fee / account holder | $1,945 | $5,756-66.2% | $14,679-86.7% | $5,403-64.0% |