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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 | $18,374 | $54,355-66.2% | $82,744-77.8% | $68,486-73.2% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -13.82% | -13.67%-0.1pp | 702.22%-716.0pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,674 | $2,219-24.5% | $3,008-44.3% | $2,597-35.5% |
| Participant deferral / active EE | $1,660 | $3,246-48.9% | $4,395-62.2% | $4,028-58.8% |
| Admin fee / account holder | $721 | $4,397-83.6% | $5,325-86.5% | $5,404-86.7% |