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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 | $46,772 | $54,357-14.0% | $82,706-43.4% | $68,495-31.7% |
| Participation rate | 87.0% | 63.9%+23.0pp | 72.6%+14.4pp | 67.9%+19.1pp |
| Annual return | -10.66% | -13.67%+3.0pp | 701.76%-712.4pp | -7.84%-2.8pp |
| Employer contribution / active EE | $582 | $2,218-73.8% | $3,007-80.7% | $2,596-77.6% |
| Participant deferral / active EE | $2,902 | $3,246-10.6% | $4,394-33.9% | $4,028-27.9% |
| Admin fee / account holder | $1,293 | $4,396-70.6% | $5,329-75.7% | $5,403-76.1% |