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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 | $56,408 | $42,910+31.5% | $60,919-7.4% | $68,490-17.6% |
| Participation rate | 88.7% | 66.8%+21.9pp | 73.1%+15.6pp | 67.9%+20.8pp |
| Annual return | -13.34% | -13.99%+0.7pp | 16.96%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,778 | $2,866+66.7% | $3,814+25.2% | $4,028+18.6% |
| Admin fee / account holder | $1,268 | $3,104-59.2% | $3,228-60.7% | $5,403-76.5% |