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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 | $46,472 | $53,546-13.2% | $69,890-33.5% | $68,490-32.1% |
| Participation rate | 78.7% | 64.5%+14.1pp | 70.5%+8.2pp | 67.9%+10.8pp |
| Annual return | -13.61% | -13.87%+0.3pp | 190.84%-204.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,737 | $2,019-14.0% | $2,560-32.2% | $2,597-33.1% |
| Participant deferral / active EE | $2,555 | $2,957-13.6% | $3,848-33.6% | $4,028-36.6% |
| Admin fee / account holder | $18,789 | $4,693+300.4% | $6,267+199.8% | $5,403+247.8% |