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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 | $41,799 | $71,872-41.8% | $86,691-51.8% | $68,495-39.0% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -16.72% | 3.53%-20.2pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,299 | $3,779-12.7% | $4,656-29.1% | $4,028-18.1% |
| Admin fee / account holder | $812 | $6,112-86.7% | $7,492-89.2% | $5,403-85.0% |