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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 | $28,569 | $59,116-51.7% | $86,438-66.9% | $68,486-58.3% |
| Participation rate | 85.4% | 75.2%+10.2pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -14.51% | -0.23%-14.3pp | 4397.19%-4411.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,391 | $2,519-5.1% | $3,769-36.6% | $2,597-7.9% |
| Participant deferral / active EE | $4,010 | $5,902-32.1% | $6,952-42.3% | $4,028-0.4% |
| Admin fee / account holder | $966 | $5,639-82.9% | $6,733-85.7% | $5,404-82.1% |