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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 | $41,222 | $42,917-3.9% | $60,899-32.3% | $68,495-39.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 73.1%+20.0pp | 67.9%+25.2pp |
| Annual return | -7.18% | -13.99%+6.8pp | 16.92%-24.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,377 | $2,867-52.0% | $3,817-63.9% | $4,028-65.8% |
| Admin fee / account holder | $954 | $3,102-69.3% | $3,225-70.4% | $5,403-82.3% |