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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 | $27,844 | $64,729-57.0% | $112,263-75.2% | $68,490-59.3% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -15.42% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,796 | $3,566-49.6% | $4,729-62.0% | $4,028-55.4% |
| Admin fee / account holder | $1,832 | $5,222-64.9% | $6,410-71.4% | $5,403-66.1% |