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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 | $126,292 | $73,863+71.0% | $143,797-12.2% | $68,490+84.4% |
| Participation rate | 85.1% | 66.7%+18.5pp | 80.3%+4.8pp | 67.9%+17.2pp |
| Annual return | -17.07% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,677 | $3,385+333.6% | $5,638+160.3% | $4,028+264.4% |
| Admin fee / account holder | $6,681 | $5,756+16.1% | $14,679-54.5% | $5,403+23.7% |