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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 | $15,956 | $54,370-70.7% | $82,763-80.7% | $68,490-76.7% |
| Participation rate | 98.8% | 63.9%+34.8pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -18.42% | -13.67%-4.7pp | 702.45%-720.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,134 | $2,219-48.9% | $3,008-62.3% | $2,597-56.3% |
| Participant deferral / active EE | $2,625 | $3,247-19.1% | $4,395-40.3% | $4,028-34.8% |
| Admin fee / account holder | $1,903 | $4,398-56.7% | $5,325-64.3% | $5,403-64.8% |