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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 | $48,197 | $54,357-11.3% | $82,706-41.7% | $68,495-29.6% |
| Participation rate | 94.9% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -15.40% | -13.67%-1.7pp | 701.76%-717.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,665 | $2,218-24.9% | $3,007-44.6% | $2,596-35.9% |
| Participant deferral / active EE | $3,484 | $3,246+7.3% | $4,394-20.7% | $4,028-13.5% |
| Admin fee / account holder | $833 | $4,396-81.0% | $5,329-84.4% | $5,403-84.6% |