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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 | $46,052 | $54,355-15.3% | $82,744-44.3% | $68,486-32.8% |
| Participation rate | 85.0% | 63.9%+21.1pp | 72.6%+12.4pp | 67.9%+17.1pp |
| Annual return | -6.01% | -13.67%+7.7pp | 702.22%-708.2pp | -7.85%+1.8pp |
| Employer contribution / active EE | $2,282 | $2,219+2.8% | $3,008-24.1% | $2,597-12.1% |
| Participant deferral / active EE | $3,303 | $3,246+1.8% | $4,395-24.8% | $4,028-18.0% |
| Admin fee / account holder | $2,443 | $4,397-44.4% | $5,325-54.1% | $5,404-54.8% |