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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 | $21,854 | $54,355-59.8% | $82,744-73.6% | $68,486-68.1% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -17.87% | -13.67%-4.2pp | 702.22%-720.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $764 | $2,219-65.6% | $3,008-74.6% | $2,597-70.6% |
| Participant deferral / active EE | $1,930 | $3,246-40.5% | $4,395-56.1% | $4,028-52.1% |
| Admin fee / account holder | $309 | $4,397-93.0% | $5,325-94.2% | $5,404-94.3% |