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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 | $29,512 | $54,370-45.7% | $82,763-64.3% | $68,490-56.9% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -13.75% | -13.67%-0.1pp | 702.45%-716.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,581 | $2,219+16.3% | $3,008-14.2% | $2,597-0.6% |
| Participant deferral / active EE | $1,464 | $3,247-54.9% | $4,395-66.7% | $4,028-63.7% |
| Admin fee / account holder | $3,643 | $4,398-17.2% | $5,325-31.6% | $5,403-32.6% |