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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 | $64,974 | $81,870-20.6% | $119,608-45.7% | $68,495-5.1% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.98%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,392 | $4,148-18.2% | $5,601-39.5% | $4,028-15.8% |
| Admin fee / account holder | $3,403 | $6,583-48.3% | $10,326-67.0% | $5,403-37.0% |