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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 | $46,697-41.6% | $117,533-76.8% | $68,486-60.2% |
| Participation rate | 86.3% | 56.8%+29.5pp | 70.6%+15.7pp | 67.9%+18.4pp |
| Annual return | -18.41% | -14.52%-3.9pp | 29.77%-48.2pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,963 | $2,637+50.3% | $4,072-2.7% | $4,028-1.6% |
| Admin fee / account holder | $1,252 | $4,023-68.9% | $5,647-77.8% | $5,404-76.8% |