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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 | $42,314 | $42,910-1.4% | $60,919-30.5% | $68,490-38.2% |
| Participation rate | 76.9% | 66.8%+10.2pp | 73.1%+3.8pp | 67.9%+9.0pp |
| Annual return | -15.04% | -13.99%-1.1pp | 16.96%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,021 | $2,866+75.2% | $3,814+31.6% | $4,028+24.7% |
| Admin fee / account holder | $4,763 | $3,104+53.4% | $3,228+47.6% | $5,403-11.8% |