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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 | $35,720 | $58,587-39.0% | $83,322-57.1% | $64,173-44.3% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | -7.61% | 9.65%-17.3pp | 10.64%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,942 | $4,654+113.6% | $5,565+78.6% | $3,470+186.5% |
| Admin fee / account holder | $2,751 | $9,279-70.4% | $7,540-63.5% | $4,887-43.7% |