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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 | $21,202 | $54,355-61.0% | $82,744-74.4% | $68,486-69.0% |
| Participation rate | 90.6% | 63.9%+26.6pp | 72.6%+18.0pp | 67.9%+22.7pp |
| Annual return | -16.81% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,366 | $2,219-38.4% | $3,008-54.6% | $2,597-47.4% |
| Participant deferral / active EE | $2,233 | $3,246-31.2% | $4,395-49.2% | $4,028-44.5% |
| Admin fee / account holder | $993 | $4,397-77.4% | $5,325-81.3% | $5,404-81.6% |