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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 | $41,880 | $42,917-2.4% | $60,899-31.2% | $68,495-38.9% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -12.01% | -13.99%+2.0pp | 16.92%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,624 | $2,867-8.5% | $3,817-31.3% | $4,028-34.9% |
| Admin fee / account holder | $6,824 | $3,102+120.0% | $3,225+111.6% | $5,403+26.3% |