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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 | $27,487 | $54,355-49.4% | $82,744-66.8% | $68,486-59.9% |
| Participation rate | 73.6% | 63.9%+9.7pp | 72.6%+1.0pp | 67.9%+5.7pp |
| Annual return | -18.96% | -13.67%-5.3pp | 702.22%-721.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,126 | $2,219+40.9% | $3,008+3.9% | $2,597+20.4% |
| Participant deferral / active EE | $3,056 | $3,246-5.9% | $4,395-30.5% | $4,028-24.1% |
| Admin fee / account holder | $3,161 | $4,397-28.1% | $5,325-40.6% | $5,404-41.5% |