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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 | $41,445 | $59,107-29.9% | $86,439-52.1% | $68,495-39.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -16.78% | -0.23%-16.5pp | 4395.55%-4412.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $522 | $2,519-79.3% | $3,769-86.1% | $2,596-79.9% |
| Participant deferral / active EE | $4,418 | $5,901-25.1% | $6,952-36.4% | $4,028+9.7% |
| Admin fee / account holder | $5,384 | $5,637-4.5% | $6,732-20.0% | $5,403-0.4% |