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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 | $18,122 | $54,355-66.7% | $82,744-78.1% | $68,486-73.5% |
| Participation rate | 78.4% | 63.9%+14.5pp | 72.6%+5.8pp | 67.9%+10.5pp |
| Annual return | -14.78% | -13.67%-1.1pp | 702.22%-717.0pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,543 | $2,219-30.5% | $3,008-48.7% | $2,597-40.6% |
| Participant deferral / active EE | $1,565 | $3,246-51.8% | $4,395-64.4% | $4,028-61.1% |
| Admin fee / account holder | $846 | $4,397-80.8% | $5,325-84.1% | $5,404-84.3% |