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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 | $49,217 | $42,909+14.7% | $60,906-19.2% | $68,486-28.1% |
| Participation rate | 87.8% | 66.8%+21.0pp | 73.1%+14.7pp | 67.9%+19.9pp |
| Annual return | -9.90% | -13.99%+4.1pp | 16.94%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,640 | $2,866-42.8% | $3,814-57.0% | $4,028-59.3% |
| Admin fee / account holder | $1,105 | $3,104-64.4% | $3,227-65.8% | $5,404-79.6% |