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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 | $16,510 | $54,370-69.6% | $82,763-80.1% | $68,490-75.9% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -14.81% | -13.67%-1.1pp | 702.45%-717.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,122 | $2,219-49.5% | $3,008-62.7% | $2,597-56.8% |
| Participant deferral / active EE | $1,437 | $3,247-55.8% | $4,395-67.3% | $4,028-64.3% |
| Admin fee / account holder | $2,032 | $4,398-53.8% | $5,325-61.8% | $5,403-62.4% |