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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 | $32,005 | $42,910-25.4% | $60,919-47.5% | $68,490-53.3% |
| Participation rate | 89.4% | 66.8%+22.6pp | 73.1%+16.3pp | 67.9%+21.5pp |
| Annual return | -14.84% | -13.99%-0.8pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,801 | $1,978-9.0% | $2,704-33.4% | $2,597-30.6% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,863 | $3,104+56.6% | $3,228+50.7% | $5,403-10.0% |