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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 | $27,689 | $42,909-35.5% | $60,906-54.5% | $68,486-59.6% |
| Participation rate | 97.8% | 66.8%+31.1pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -11.99% | -13.99%+2.0pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,106 | $2,866+8.4% | $3,814-18.6% | $4,028-22.9% |
| Admin fee / account holder | $2,276 | $3,104-26.7% | $3,227-29.5% | $5,404-57.9% |