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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 | $35,332 | $54,355-35.0% | $82,744-57.3% | $68,486-48.4% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -15.47% | -13.67%-1.8pp | 702.22%-717.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,633 | $2,219-26.4% | $3,008-45.7% | $2,597-37.1% |
| Participant deferral / active EE | $1,399 | $3,246-56.9% | $4,395-68.2% | $4,028-65.3% |
| Admin fee / account holder | $4,982 | $4,397+13.3% | $5,325-6.4% | $5,404-7.8% |