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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 | $32,271 | $46,697-30.9% | $117,529-72.5% | $68,490-52.9% |
| Participation rate | 90.3% | 56.8%+33.5pp | 70.6%+19.7pp | 67.9%+22.4pp |
| Annual return | -12.87% | -14.52%+1.7pp | 29.77%-42.6pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,058 | $2,637-22.0% | $4,072-49.5% | $4,028-48.9% |
| Admin fee / account holder | $2,362 | $4,023-41.3% | $5,645-58.2% | $5,403-56.3% |