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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 | $42,299 | $54,370-22.2% | $82,763-48.9% | $68,490-38.2% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.0pp | 67.9%+26.7pp |
| Annual return | -17.97% | -13.67%-4.3pp | 702.45%-720.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $503 | $2,219-77.3% | $3,008-83.3% | $2,597-80.6% |
| Participant deferral / active EE | $3,973 | $3,247+22.4% | $4,395-9.6% | $4,028-1.4% |
| Admin fee / account holder | $1,788 | $4,398-59.3% | $5,325-66.4% | $5,403-66.9% |