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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 | $14,062 | $54,370-74.1% | $82,763-83.0% | $68,490-79.5% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+18.9pp | 67.9%+23.6pp |
| Annual return | -12.14% | -13.67%+1.5pp | 702.45%-714.6pp | -7.85%-4.3pp |
| Employer contribution / active EE | $481 | $2,219-78.3% | $3,008-84.0% | $2,597-81.5% |
| Participant deferral / active EE | $1,390 | $3,247-57.2% | $4,395-68.4% | $4,028-65.5% |
| Admin fee / account holder | $739 | $4,398-83.2% | $5,325-86.1% | $5,403-86.3% |