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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 | $33,239 | $59,819-44.4% | $79,583-58.2% | $68,490-51.5% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -18.74% | -12.30%-6.4pp | 0.16%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,866 | $3,025-5.2% | $3,986-28.1% | $4,028-28.8% |
| Admin fee / account holder | $3,776 | $4,835-21.9% | $6,835-44.8% | $5,403-30.1% |