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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 | $25,405 | $54,355-53.3% | $82,744-69.3% | $68,486-62.9% |
| Participation rate | 96.9% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -14.44% | -13.67%-0.8pp | 702.22%-716.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,522 | $2,219+58.8% | $3,008+17.1% | $2,597+35.6% |
| Participant deferral / active EE | $2,780 | $3,246-14.4% | $4,395-36.7% | $4,028-31.0% |
| Admin fee / account holder | $3,197 | $4,397-27.3% | $5,325-40.0% | $5,404-40.8% |