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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 | $104,786 | $73,863+41.9% | $143,797-27.1% | $68,490+53.0% |
| Participation rate | 82.6% | 66.7%+15.9pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -17.59% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,457 | $3,385+149.8% | $5,638+50.0% | $4,028+110.0% |
| Admin fee / account holder | $16,148 | $5,756+180.5% | $14,679+10.0% | $5,403+198.9% |