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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 | $47,308 | $73,863-36.0% | $143,797-67.1% | $68,490-30.9% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.04% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,835 | $3,385+101.9% | $5,638+21.2% | $4,028+69.7% |
| Admin fee / account holder | $11,843 | $5,756+105.7% | $14,679-19.3% | $5,403+119.2% |