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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 | $19,123 | $54,370-64.8% | $82,763-76.9% | $68,490-72.1% |
| Participation rate | 86.1% | 63.9%+22.2pp | 72.6%+13.5pp | 67.9%+18.2pp |
| Annual return | -15.04% | -13.67%-1.4pp | 702.45%-717.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,344 | $2,219-39.4% | $3,008-55.3% | $2,597-48.2% |
| Participant deferral / active EE | $2,412 | $3,247-25.7% | $4,395-45.1% | $4,028-40.1% |
| Admin fee / account holder | $3,756 | $4,398-14.6% | $5,325-29.5% | $5,403-30.5% |