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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 | $24,185 | $64,719-62.6% | $112,249-78.5% | $68,486-64.7% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -12.87% | -11.40%-1.5pp | 27.48%-40.4pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,656 | $3,565+2.6% | $4,729-22.7% | $4,028-9.2% |
| Admin fee / account holder | $17,337 | $5,232+231.3% | $6,412+170.4% | $5,404+220.8% |