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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 | $20,376 | $45,872-55.6% | $77,100-73.6% | $68,490-70.3% |
| Participation rate | 90.3% | 55.9%+34.4pp | 67.9%+22.4pp | 67.9%+22.4pp |
| Annual return | -15.52% | 1.73%-17.2pp | 42.35%-57.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,654 | $2,963-44.2% | $4,430-62.7% | $4,028-58.9% |
| Admin fee / account holder | $308 | $3,041-89.9% | $5,443-94.3% | $5,403-94.3% |