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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 | $16,992 | $73,863-77.0% | $143,797-88.2% | $68,490-75.2% |
| Participation rate | 73.5% | 66.7%+6.9pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -15.01% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,856 | $3,385-15.6% | $5,638-49.3% | $4,028-29.1% |
| Admin fee / account holder | $4,307 | $5,756-25.2% | $14,679-70.7% | $5,403-20.3% |