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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 | $29,281 | $54,370-46.1% | $82,763-64.6% | $68,490-57.2% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -12.84% | -13.67%+0.8pp | 702.45%-715.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,224 | $2,219+0.2% | $3,008-26.1% | $2,597-14.4% |
| Participant deferral / active EE | $3,731 | $3,247+14.9% | $4,395-15.1% | $4,028-7.4% |
| Admin fee / account holder | $4,286 | $4,398-2.5% | $5,325-19.5% | $5,403-20.7% |