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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 | $54,353-69.6% | $82,726-80.0% | $68,498-75.9% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -14.81% | -13.67%-1.1pp | 701.33%-716.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,122 | $2,218-49.4% | $3,009-62.7% | $2,596-56.8% |
| Participant deferral / active EE | $1,437 | $3,246-55.7% | $4,394-67.3% | $4,027-64.3% |
| Admin fee / account holder | $2,032 | $4,396-53.8% | $5,328-61.9% | $5,403-62.4% |