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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 | $32,502 | $42,909-24.3% | $60,906-46.6% | $68,486-52.5% |
| Participation rate | 71.8% | 66.8%+5.0pp | 73.1%-1.3pp | 67.9%+3.9pp |
| Annual return | -12.20% | -13.99%+1.8pp | 16.94%-29.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,573 | $2,866+24.7% | $3,814-6.3% | $4,028-11.3% |
| Admin fee / account holder | $1,766 | $3,104-43.1% | $3,227-45.3% | $5,404-67.3% |