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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 | $49,988 | $73,863-32.3% | $143,797-65.2% | $68,490-27.0% |
| Participation rate | 75.9% | 66.7%+9.3pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -13.68% | 0.91%-14.6pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,686 | $3,385+97.5% | $5,638+18.6% | $4,028+66.0% |
| Admin fee / account holder | $5,033 | $5,756-12.6% | $14,679-65.7% | $5,403-6.9% |