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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 | $68,132 | $42,910+58.8% | $60,919+11.8% | $68,490-0.5% |
| Participation rate | 78.7% | 66.8%+12.0pp | 73.1%+5.6pp | 67.9%+10.8pp |
| Annual return | -7.81% | -13.99%+6.2pp | 16.96%-24.8pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,839 | $2,866+68.9% | $3,814+26.9% | $4,028+20.1% |
| Admin fee / account holder | $925 | $3,104-70.2% | $3,228-71.4% | $5,403-82.9% |