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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 | $20,170 | $54,355-62.9% | $82,744-75.6% | $68,486-70.5% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -17.13% | -13.67%-3.5pp | 702.22%-719.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $856 | $2,219-61.4% | $3,008-71.5% | $2,597-67.0% |
| Participant deferral / active EE | $3,229 | $3,246-0.5% | $4,395-26.5% | $4,028-19.8% |
| Admin fee / account holder | $368 | $4,397-91.6% | $5,325-93.1% | $5,404-93.2% |