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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 | $30,506 | $71,878-57.6% | $86,698-64.8% | $68,486-55.5% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -17.06% | 3.53%-20.6pp | 35.95%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,615 | $3,779-30.8% | $4,656-43.8% | $4,028-35.1% |
| Admin fee / account holder | $406 | $6,113-93.4% | $7,493-94.6% | $5,404-92.5% |