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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 | $19,758 | $45,872-56.9% | $77,100-74.4% | $68,490-71.2% |
| Participation rate | 85.0% | 55.9%+29.1pp | 67.9%+17.1pp | 67.9%+17.1pp |
| Annual return | -14.65% | 1.73%-16.4pp | 42.35%-57.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,958 | $2,963-33.9% | $4,430-55.8% | $4,028-51.4% |
| Admin fee / account holder | $2,336 | $3,041-23.2% | $5,443-57.1% | $5,403-56.8% |