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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 | $45,565 | $54,370-16.2% | $82,763-44.9% | $68,490-33.5% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.7pp | 67.9%+17.3pp |
| Annual return | -17.90% | -13.67%-4.2pp | 702.45%-720.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $422 | $2,219-81.0% | $3,008-86.0% | $2,597-83.7% |
| Participant deferral / active EE | $1,708 | $3,247-47.4% | $4,395-61.1% | $4,028-57.6% |
| Admin fee / account holder | $3,649 | $4,398-17.0% | $5,325-31.5% | $5,403-32.5% |