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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 | $41,688 | $54,370-23.3% | $82,763-49.6% | $68,490-39.1% |
| Participation rate | 70.3% | 63.9%+6.3pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | -19.10% | -13.67%-5.4pp | 702.45%-721.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,188 | $2,219-46.5% | $3,008-60.5% | $2,597-54.3% |
| Participant deferral / active EE | $1,270 | $3,247-60.9% | $4,395-71.1% | $4,028-68.5% |
| Admin fee / account holder | $6,844 | $4,398+55.6% | $5,325+28.5% | $5,403+26.7% |