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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 | $20,106 | $54,357-63.0% | $82,706-75.7% | $68,495-70.6% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -11.96% | -13.67%+1.7pp | 701.76%-713.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $501 | $2,218-77.4% | $3,007-83.3% | $2,596-80.7% |
| Participant deferral / active EE | $1,048 | $3,246-67.7% | $4,394-76.1% | $4,028-74.0% |
| Admin fee / account holder | $1,065 | $4,396-75.8% | $5,329-80.0% | $5,403-80.3% |