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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 | $26,497 | $54,370-51.3% | $82,763-68.0% | $68,490-61.3% |
| Participation rate | 89.6% | 63.9%+25.6pp | 72.6%+17.0pp | 67.9%+21.7pp |
| Annual return | -15.37% | -13.67%-1.7pp | 702.45%-717.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $934 | $2,219-57.9% | $3,008-68.9% | $2,597-64.0% |
| Participant deferral / active EE | $2,169 | $3,247-33.2% | $4,395-50.7% | $4,028-46.2% |
| Admin fee / account holder | $3,886 | $4,398-11.6% | $5,325-27.0% | $5,403-28.1% |