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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 | $30,900 | $48,274-36.0% | $63,244-51.1% | $59,633-48.2% |
| Participation rate | 78.0% | 66.3%+11.7pp | 71.0%+7.0pp | 68.7%+9.4pp |
| Annual return | 0.10% | -240.79%+240.9pp | -70.31%+70.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,109 | $1,586-30.1% | $2,322-52.2% | $2,203-49.7% |
| Participant deferral / active EE | $2,538 | $2,343+8.3% | $2,953-14.1% | $3,192-20.5% |
| Admin fee / account holder | $3,902 | $3,600+8.4% | $5,893-33.8% | $4,297-9.2% |