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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 | $18,954 | $46,697-59.4% | $117,529-83.9% | $68,490-72.3% |
| Participation rate | 89.5% | 56.8%+32.7pp | 70.6%+18.9pp | 67.9%+21.6pp |
| Annual return | -13.78% | -14.52%+0.7pp | 29.77%-43.5pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,470 | $2,637-6.3% | $4,072-39.3% | $4,028-38.7% |
| Admin fee / account holder | $1,739 | $4,023-56.8% | $5,645-69.2% | $5,403-67.8% |