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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 | $37,996 | $42,909-11.4% | $60,906-37.6% | $68,486-44.5% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -11.27% | -13.99%+2.7pp | 16.94%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,441 | $2,866-49.7% | $3,814-62.2% | $4,028-64.2% |
| Admin fee / account holder | $6,146 | $3,104+98.0% | $3,227+90.5% | $5,404+13.7% |