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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 | $19,761 | $54,355-63.6% | $82,744-76.1% | $68,486-71.1% |
| Participation rate | 97.7% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -15.98% | -13.67%-2.3pp | 702.22%-718.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,357 | $2,219+51.3% | $3,008+11.6% | $2,597+29.3% |
| Participant deferral / active EE | $2,187 | $3,246-32.6% | $4,395-50.2% | $4,028-45.7% |
| Admin fee / account holder | $1,666 | $4,397-62.1% | $5,325-68.7% | $5,404-69.2% |