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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 | $28,324 | $54,370-47.9% | $82,763-65.8% | $68,490-58.6% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -19.29% | -13.67%-5.6pp | 702.45%-721.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,513 | $2,219+13.2% | $3,008-16.5% | $2,597-3.2% |
| Participant deferral / active EE | $5,215 | $3,247+60.6% | $4,395+18.6% | $4,028+29.5% |
| Admin fee / account holder | $1,083 | $4,398-75.4% | $5,325-79.7% | $5,403-80.0% |