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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 | $46,885 | $73,863-36.5% | $143,797-67.4% | $68,490-31.5% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.86% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,720 | $3,385-19.6% | $5,638-51.8% | $4,028-32.5% |
| Admin fee / account holder | $6,062 | $5,756+5.3% | $14,679-58.7% | $5,403+12.2% |