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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 | $24,618 | $54,370-54.7% | $82,763-70.3% | $68,490-64.1% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -18.98% | -13.67%-5.3pp | 702.45%-721.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $837 | $2,219-62.3% | $3,008-72.2% | $2,597-67.8% |
| Participant deferral / active EE | $4,401 | $3,247+35.5% | $4,395+0.1% | $4,028+9.3% |
| Admin fee / account holder | $2,028 | $4,398-53.9% | $5,325-61.9% | $5,403-62.5% |