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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 | $32,766 | $54,355-39.7% | $82,744-60.4% | $68,486-52.2% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -7.09% | -13.67%+6.6pp | 702.22%-709.3pp | -7.85%+0.8pp |
| Employer contribution / active EE | $2,900 | $2,219+30.7% | $3,008-3.6% | $2,597+11.7% |
| Participant deferral / active EE | $6,894 | $3,246+112.3% | $4,395+56.9% | $4,028+71.2% |
| Admin fee / account holder | $1,807 | $4,397-58.9% | $5,325-66.1% | $5,404-66.6% |