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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 | $47,333 | $73,839-35.9% | $143,788-67.1% | $68,495-30.9% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -14.72% | 1.01%-15.7pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,672 | $3,384-21.0% | $5,638-52.6% | $4,028-33.6% |
| Admin fee / account holder | $4,987 | $5,755-13.3% | $14,675-66.0% | $5,403-7.7% |