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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 | $39,274 | $42,910-8.5% | $60,919-35.5% | $68,490-42.7% |
| Participation rate | 91.3% | 66.8%+24.5pp | 73.1%+18.2pp | 67.9%+23.4pp |
| Annual return | -10.26% | -13.99%+3.7pp | 16.96%-27.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,349 | $2,866-52.9% | $3,814-64.6% | $4,028-66.5% |
| Admin fee / account holder | $14,391 | $3,104+363.6% | $3,228+345.9% | $5,403+166.4% |