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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 | $40,807 | $72,404-43.6% | $110,243-63.0% | $64,173-36.4% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.4pp |
| Annual return | -4.03% | -6.29%+2.3pp | 314.76%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,753 | $3,469-20.6% | $4,672-41.1% | $3,470-20.6% |
| Admin fee / account holder | $2,122 | $5,664-62.5% | $8,548-75.2% | $4,887-56.6% |