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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 | $27,661 | $54,370-49.1% | $82,763-66.6% | $68,490-59.6% |
| Participation rate | 74.1% | 63.9%+10.1pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -6.60% | -13.67%+7.1pp | 702.45%-709.0pp | -7.85%+1.3pp |
| Employer contribution / active EE | $1,913 | $2,219-13.8% | $3,008-36.4% | $2,597-26.3% |
| Participant deferral / active EE | $1,508 | $3,247-53.6% | $4,395-65.7% | $4,028-62.6% |
| Admin fee / account holder | $6,938 | $4,398+57.7% | $5,325+30.3% | $5,403+28.4% |