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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 | $32,530 | $54,355-40.2% | $82,744-60.7% | $68,486-52.5% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -13.87% | -13.67%-0.2pp | 702.22%-716.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $488 | $2,219-78.0% | $3,008-83.8% | $2,597-81.2% |
| Participant deferral / active EE | $3,532 | $3,246+8.8% | $4,395-19.6% | $4,028-12.3% |
| Admin fee / account holder | $4,811 | $4,397+9.4% | $5,325-9.6% | $5,404-11.0% |