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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 | $58,764 | $42,910+36.9% | $60,919-3.5% | $68,490-14.2% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -14.45% | -13.99%-0.5pp | 16.96%-31.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,325 | $2,866+120.7% | $3,814+65.8% | $4,028+57.0% |
| Admin fee / account holder | $4,343 | $3,104+39.9% | $3,228+34.6% | $5,403-19.6% |