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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 | $26,565 | $54,357-51.1% | $82,706-67.9% | $68,495-61.2% |
| Participation rate | 87.9% | 63.9%+24.0pp | 72.6%+15.3pp | 67.9%+20.0pp |
| Annual return | -3.96% | -13.67%+9.7pp | 701.76%-705.7pp | -7.84%+3.9pp |
| Employer contribution / active EE | $1,564 | $2,218-29.5% | $3,007-48.0% | $2,596-39.8% |
| Participant deferral / active EE | $1,107 | $3,246-65.9% | $4,394-74.8% | $4,028-72.5% |
| Admin fee / account holder | $1,650 | $4,396-62.5% | $5,329-69.0% | $5,403-69.5% |