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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 | $42,917 | $81,870-47.6% | $119,622-64.1% | $68,486-37.3% |
| Participation rate | 86.1% | 71.9%+14.2pp | 79.3%+6.8pp | 67.9%+18.2pp |
| Annual return | -15.18% | -23.82%+8.6pp | -14.98%-0.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,964 | $4,148+43.8% | $5,601+6.5% | $4,028+48.1% |
| Admin fee / account holder | $4,383 | $6,583-33.4% | $10,328-57.6% | $5,404-18.9% |