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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 | $37,994 | $50,947-25.4% | $74,551-49.0% | $64,173-40.8% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | -4.10% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,316 | $2,302-42.8% | $3,108-57.7% | $3,470-62.1% |
| Admin fee / account holder | $16,473 | $4,221+290.3% | $5,059+225.6% | $4,887+237.0% |