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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 | $24,236 | $54,370-55.4% | $82,763-70.7% | $68,490-64.6% |
| Participation rate | 86.2% | 63.9%+22.3pp | 72.6%+13.6pp | 67.9%+18.3pp |
| Annual return | -16.62% | -13.67%-2.9pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $813 | $2,219-63.4% | $3,008-73.0% | $2,597-68.7% |
| Participant deferral / active EE | $3,266 | $3,247+0.6% | $4,395-25.7% | $4,028-18.9% |
| Admin fee / account holder | $1,363 | $4,398-69.0% | $5,325-74.4% | $5,403-74.8% |