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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 | $29,165 | $81,870-64.4% | $119,634-75.6% | $68,490-57.4% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.5pp | 67.9%+10.9pp |
| Annual return | -16.68% | -23.82%+7.1pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,410 | $4,148-41.9% | $5,601-57.0% | $4,028-40.2% |
| Admin fee / account holder | $803 | $6,583-87.8% | $10,329-92.2% | $5,403-85.1% |