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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 | $18,184 | $54,355-66.5% | $82,744-78.0% | $68,486-73.4% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -14.20% | -13.67%-0.5pp | 702.22%-716.4pp | -7.85%-6.3pp |
| Employer contribution / active EE | $542 | $2,219-75.6% | $3,008-82.0% | $2,597-79.1% |
| Participant deferral / active EE | $3,963 | $3,246+22.1% | $4,395-9.8% | $4,028-1.6% |
| Admin fee / account holder | $4,300 | $4,397-2.2% | $5,325-19.3% | $5,404-20.4% |