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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 | $49,293 | $59,111-16.6% | $86,451-43.0% | $68,490-28.0% |
| Participation rate | 82.2% | 75.2%+7.0pp | 80.3%+1.9pp | 67.9%+14.3pp |
| Annual return | -12.28% | -0.22%-12.1pp | 4398.51%-4410.8pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,785 | $2,519-29.1% | $3,770-52.7% | $2,597-31.3% |
| Participant deferral / active EE | $3,063 | $5,900-48.1% | $6,953-55.9% | $4,028-23.9% |
| Admin fee / account holder | $5,154 | $5,640-8.6% | $6,734-23.5% | $5,403-4.6% |