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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 | $11,834 | $54,357-78.2% | $82,706-85.7% | $68,495-82.7% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -16.11% | -13.67%-2.4pp | 701.76%-717.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,807 | $2,218+26.5% | $3,007-6.7% | $2,596+8.1% |
| Participant deferral / active EE | $4,363 | $3,246+34.4% | $4,394-0.7% | $4,028+8.3% |
| Admin fee / account holder | $1,420 | $4,396-67.7% | $5,329-73.4% | $5,403-73.7% |