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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 | $13,277 | $54,370-75.6% | $82,763-84.0% | $68,490-80.6% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -15.21% | -13.67%-1.5pp | 702.45%-717.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,943 | $2,219-12.5% | $3,008-35.4% | $2,597-25.2% |
| Participant deferral / active EE | $4,658 | $3,247+43.4% | $4,395+6.0% | $4,028+15.6% |
| Admin fee / account holder | $1,607 | $4,398-63.5% | $5,325-69.8% | $5,403-70.3% |