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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 | $19,903 | $82,674-75.9% | $125,363-84.1% | $68,495-70.9% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,336 | $3,382-30.9% | $4,815-51.5% | $2,596-10.0% |
| Participant deferral / active EE | $3,066 | $6,111-49.8% | $7,447-58.8% | $4,028-23.9% |
| Admin fee / account holder | $1,181 | $6,276-81.2% | $10,005-88.2% | $5,403-78.1% |