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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 | $21,753 | $54,370-60.0% | $82,763-73.7% | $68,490-68.2% |
| Participation rate | 74.2% | 63.9%+10.3pp | 72.6%+1.6pp | 67.9%+6.3pp |
| Annual return | -11.31% | -13.67%+2.4pp | 702.45%-713.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,899 | $2,219-14.4% | $3,008-36.9% | $2,597-26.9% |
| Participant deferral / active EE | $1,441 | $3,247-55.6% | $4,395-67.2% | $4,028-64.2% |
| Admin fee / account holder | $5,614 | $4,398+27.6% | $5,325+5.4% | $5,403+3.9% |