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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 | $40,420 | $46,697-13.4% | $117,529-65.6% | $68,490-41.0% |
| Participation rate | 95.7% | 56.8%+38.9pp | 70.6%+25.1pp | 67.9%+27.8pp |
| Annual return | -14.91% | -14.52%-0.4pp | 29.77%-44.7pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,793 | $2,637+5.9% | $4,072-31.4% | $4,028-30.7% |
| Admin fee / account holder | $3,050 | $4,023-24.2% | $5,645-46.0% | $5,403-43.5% |