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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 | $13,599 | $54,370-75.0% | $82,763-83.6% | $68,490-80.1% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -15.35% | -13.67%-1.7pp | 702.45%-717.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,710 | $2,219-23.0% | $3,008-43.2% | $2,597-34.2% |
| Participant deferral / active EE | $2,223 | $3,247-31.5% | $4,395-49.4% | $4,028-44.8% |
| Admin fee / account holder | $4,726 | $4,398+7.5% | $5,325-11.2% | $5,403-12.5% |