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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 | $40,723 | $48,235-15.6% | $68,803-40.8% | $68,490-40.5% |
| Participation rate | 78.9% | 60.7%+18.3pp | 69.0%+9.9pp | 67.9%+11.1pp |
| Annual return | -15.43% | -12.70%-2.7pp | -6.37%-9.1pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,923 | $2,867-32.9% | $3,942-51.2% | $4,028-52.3% |
| Admin fee / account holder | $3,201 | $4,361-26.6% | $4,936-35.1% | $5,403-40.8% |