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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 | $35,858 | $42,909-16.4% | $60,906-41.1% | $68,486-47.6% |
| Participation rate | 92.6% | 66.8%+25.8pp | 73.1%+19.5pp | 67.9%+24.7pp |
| Annual return | -10.92% | -13.99%+3.1pp | 16.94%-27.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,548 | $2,866+23.8% | $3,814-7.0% | $4,028-11.9% |
| Admin fee / account holder | $1,470 | $3,104-52.6% | $3,227-54.4% | $5,404-72.8% |