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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 | $65,277 | $46,697+39.8% | $117,529-44.5% | $68,490-4.7% |
| Participation rate | 84.1% | 56.8%+27.3pp | 70.6%+13.5pp | 67.9%+16.2pp |
| Annual return | -7.79% | -14.52%+6.7pp | 29.77%-37.6pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,398 | $2,637+66.7% | $4,072+8.0% | $4,028+9.2% |
| Admin fee / account holder | $4,709 | $4,023+17.1% | $5,645-16.6% | $5,403-12.8% |