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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 | $25,550 | $54,357-53.0% | $82,706-69.1% | $68,495-62.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -14.15% | -13.67%-0.5pp | 701.76%-715.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,868 | $2,218+29.3% | $3,007-4.6% | $2,596+10.5% |
| Participant deferral / active EE | $6,034 | $3,246+85.9% | $4,394+37.3% | $4,028+49.8% |
| Admin fee / account holder | $4,118 | $4,396-6.3% | $5,329-22.7% | $5,403-23.8% |