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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 | $42,347 | $68,996-38.6% | $159,991-73.5% | $68,495-38.2% |
| Participation rate | 94.9% | 65.4%+29.5pp | 78.0%+16.9pp | 67.9%+27.0pp |
| Annual return | -17.71% | -9.65%-8.1pp | 408.82%-426.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,740 | $2,212-21.3% | $4,225-58.8% | $2,596-33.0% |
| Participant deferral / active EE | $4,977 | $4,211+18.2% | $6,183-19.5% | $4,028+23.6% |
| Admin fee / account holder | $18,428 | $4,797+284.1% | $8,715+111.5% | $5,403+241.1% |