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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 | $61,358 | $42,910+43.0% | $60,919+0.7% | $68,490-10.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -8.97% | -13.99%+5.0pp | 16.96%-25.9pp | -7.85%-1.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,483 | $2,866+265.8% | $3,814+174.8% | $4,028+160.3% |
| Admin fee / account holder | $1,799 | $3,104-42.1% | $3,228-44.3% | $5,403-66.7% |