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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 | $26,730 | $54,355-50.8% | $82,744-67.7% | $68,486-61.0% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.2pp | 67.9%+15.9pp |
| Annual return | -14.40% | -13.67%-0.7pp | 702.22%-716.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $992 | $2,219-55.3% | $3,008-67.0% | $2,597-61.8% |
| Participant deferral / active EE | $1,782 | $3,246-45.1% | $4,395-59.5% | $4,028-55.8% |
| Admin fee / account holder | $2,037 | $4,397-53.7% | $5,325-61.7% | $5,404-62.3% |