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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 | $42,643 | $54,370-21.6% | $82,763-48.5% | $68,490-37.7% |
| Participation rate | 78.3% | 63.9%+14.4pp | 72.6%+5.8pp | 67.9%+10.4pp |
| Annual return | -13.19% | -13.67%+0.5pp | 702.45%-715.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,363 | $2,219+6.5% | $3,008-21.5% | $2,597-9.0% |
| Participant deferral / active EE | $1,777 | $3,247-45.3% | $4,395-59.6% | $4,028-55.9% |
| Admin fee / account holder | $4,217 | $4,398-4.1% | $5,325-20.8% | $5,403-22.0% |