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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 | $37,640 | $54,355-30.8% | $82,744-54.5% | $68,486-45.0% |
| Participation rate | 98.7% | 63.9%+34.7pp | 72.6%+26.1pp | 67.9%+30.8pp |
| Annual return | -14.93% | -13.67%-1.3pp | 702.22%-717.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,072 | $2,219-51.7% | $3,008-64.3% | $2,597-58.7% |
| Participant deferral / active EE | $2,799 | $3,246-13.8% | $4,395-36.3% | $4,028-30.5% |
| Admin fee / account holder | $3,849 | $4,397-12.5% | $5,325-27.7% | $5,404-28.8% |