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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 | $36,295 | $54,355-33.2% | $82,744-56.1% | $68,486-47.0% |
| Participation rate | 84.3% | 63.9%+20.4pp | 72.6%+11.8pp | 67.9%+16.4pp |
| Annual return | -14.95% | -13.67%-1.3pp | 702.22%-717.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,531 | $2,219-31.0% | $3,008-49.1% | $2,597-41.0% |
| Participant deferral / active EE | $2,299 | $3,246-29.2% | $4,395-47.7% | $4,028-42.9% |
| Admin fee / account holder | $951 | $4,397-78.4% | $5,325-82.1% | $5,404-82.4% |