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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 | $57,108 | $42,909+33.1% | $60,906-6.2% | $68,486-16.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -11.06% | -13.99%+2.9pp | 16.94%-28.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,912 | $2,866+106.2% | $3,814+55.0% | $4,028+46.8% |
| Admin fee / account holder | $1,787 | $3,104-42.4% | $3,227-44.6% | $5,404-66.9% |