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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 | $52,984 | $64,729-18.1% | $112,263-52.8% | $68,490-22.6% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -15.14% | -11.40%-3.7pp | 27.49%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,736 | $3,566+229.2% | $4,729+148.2% | $4,028+191.4% |
| Admin fee / account holder | $8,972 | $5,222+71.8% | $6,410+40.0% | $5,403+66.1% |