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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 | $18,222 | $54,370-66.5% | $82,763-78.0% | $68,490-73.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -18.18% | -13.67%-4.5pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,447 | $2,219-34.8% | $3,008-51.9% | $2,597-44.3% |
| Participant deferral / active EE | $2,464 | $3,247-24.1% | $4,395-43.9% | $4,028-38.8% |
| Admin fee / account holder | $1,044 | $4,398-76.3% | $5,325-80.4% | $5,403-80.7% |