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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 | $16,239 | $54,370-70.1% | $82,763-80.4% | $68,490-76.3% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -9.50% | -13.67%+4.2pp | 702.45%-711.9pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,677 | $2,219+20.6% | $3,008-11.0% | $2,597+3.1% |
| Participant deferral / active EE | $3,356 | $3,247+3.4% | $4,395-23.6% | $4,028-16.7% |
| Admin fee / account holder | $1,568 | $4,398-64.3% | $5,325-70.6% | $5,403-71.0% |