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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 | $39,322 | $59,819-34.3% | $79,583-50.6% | $68,490-42.6% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.5%+4.8pp | 67.9%+6.4pp |
| Annual return | -16.61% | -12.30%-4.3pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,664 | $3,025+21.1% | $3,986-8.1% | $4,028-9.0% |
| Admin fee / account holder | $1,995 | $4,835-58.7% | $6,835-70.8% | $5,403-63.1% |