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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 | $21,033 | $54,355-61.3% | $82,744-74.6% | $68,486-69.3% |
| Participation rate | 84.2% | 63.9%+20.3pp | 72.6%+11.6pp | 67.9%+16.3pp |
| Annual return | -14.30% | -13.67%-0.6pp | 702.22%-716.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,374 | $2,219+7.0% | $3,008-21.1% | $2,597-8.6% |
| Participant deferral / active EE | $3,526 | $3,246+8.6% | $4,395-19.8% | $4,028-12.5% |
| Admin fee / account holder | $683 | $4,397-84.5% | $5,325-87.2% | $5,404-87.4% |