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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 | $28,077 | $54,370-48.4% | $82,763-66.1% | $68,490-59.0% |
| Participation rate | 72.1% | 63.9%+8.2pp | 72.6%-0.5pp | 67.9%+4.2pp |
| Annual return | -11.73% | -13.67%+1.9pp | 702.45%-714.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,674 | $2,219+65.5% | $3,008+22.1% | $2,597+41.5% |
| Participant deferral / active EE | $1,074 | $3,247-66.9% | $4,395-75.6% | $4,028-73.3% |
| Admin fee / account holder | $4,268 | $4,398-3.0% | $5,325-19.9% | $5,403-21.0% |