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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 | $25,681 | $54,370-52.8% | $82,763-69.0% | $68,490-62.5% |
| Participation rate | 97.8% | 63.9%+33.9pp | 72.6%+25.3pp | 67.9%+29.9pp |
| Annual return | -16.38% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,719 | $2,219+22.5% | $3,008-9.6% | $2,597+4.7% |
| Participant deferral / active EE | $2,840 | $3,247-12.5% | $4,395-35.4% | $4,028-29.5% |
| Admin fee / account holder | $943 | $4,398-78.6% | $5,325-82.3% | $5,403-82.5% |