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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 | $73,377 | $73,863-0.7% | $143,797-49.0% | $68,490+7.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.99% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,212 | $3,385+24.4% | $5,638-25.3% | $4,028+4.6% |
| Admin fee / account holder | $6,915 | $5,756+20.1% | $14,679-52.9% | $5,403+28.0% |