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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 | $29,313 | $54,357-46.1% | $82,706-64.6% | $68,495-57.2% |
| Participation rate | 90.2% | 63.9%+26.3pp | 72.6%+17.7pp | 67.9%+22.4pp |
| Annual return | -10.27% | -13.67%+3.4pp | 701.76%-712.0pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,836 | $2,218-17.2% | $3,007-38.9% | $2,596-29.3% |
| Participant deferral / active EE | $2,891 | $3,246-11.0% | $4,394-34.2% | $4,028-28.2% |
| Admin fee / account holder | $2,881 | $4,396-34.5% | $5,329-45.9% | $5,403-46.7% |