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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 | $27,273 | $46,689-41.6% | $117,498-76.8% | $68,495-60.2% |
| Participation rate | 86.3% | 56.8%+29.5pp | 70.6%+15.7pp | 67.9%+18.4pp |
| Annual return | -18.41% | -14.52%-3.9pp | 29.75%-48.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,963 | $2,637+50.3% | $4,071-2.7% | $4,028-1.6% |
| Admin fee / account holder | $1,252 | $4,021-68.9% | $5,646-77.8% | $5,403-76.8% |