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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 | $53,678 | $81,870-34.4% | $119,608-55.1% | $68,495-21.6% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | -15.89% | -23.82%+7.9pp | -14.98%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,635 | $4,148+35.9% | $5,601+0.6% | $4,028+39.9% |
| Admin fee / account holder | $11,422 | $6,583+73.5% | $10,326+10.6% | $5,403+111.4% |