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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 | $45,679 | $81,870-44.2% | $119,622-61.8% | $68,486-33.3% |
| Participation rate | 73.6% | 71.9%+1.7pp | 79.3%-5.7pp | 67.9%+5.7pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,661 | $4,148+36.5% | $5,601+1.1% | $4,028+40.5% |
| Admin fee / account holder | $20,696 | $6,583+214.4% | $10,328+100.4% | $5,404+283.0% |