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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 | $21,277 | $46,689-54.4% | $117,498-81.9% | $68,495-68.9% |
| Participation rate | 76.4% | 56.8%+19.6pp | 70.6%+5.8pp | 67.9%+8.5pp |
| Annual return | -17.70% | -14.52%-3.2pp | 29.75%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,061 | $2,637+16.1% | $4,071-24.8% | $4,028-24.0% |
| Admin fee / account holder | $4,273 | $4,021+6.3% | $5,646-24.3% | $5,403-20.9% |