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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 | $49,512 | $54,370-8.9% | $82,763-40.2% | $68,490-27.7% |
| Participation rate | 78.9% | 63.9%+14.9pp | 72.6%+6.3pp | 67.9%+11.0pp |
| Annual return | -12.51% | -13.67%+1.2pp | 702.45%-715.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $570 | $2,219-74.3% | $3,008-81.1% | $2,597-78.1% |
| Participant deferral / active EE | $3,400 | $3,247+4.7% | $4,395-22.6% | $4,028-15.6% |
| Admin fee / account holder | $1,839 | $4,398-58.2% | $5,325-65.5% | $5,403-66.0% |