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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 | $18,938 | $54,370-65.2% | $82,763-77.1% | $68,490-72.3% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -12.00% | -13.67%+1.7pp | 702.45%-714.4pp | -7.85%-4.1pp |
| Employer contribution / active EE | $868 | $2,219-60.9% | $3,008-71.1% | $2,597-66.6% |
| Participant deferral / active EE | $894 | $3,247-72.5% | $4,395-79.7% | $4,028-77.8% |
| Admin fee / account holder | $622 | $4,398-85.9% | $5,325-88.3% | $5,403-88.5% |