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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 | $28,163 | $54,355-48.2% | $82,744-66.0% | $68,486-58.9% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.3pp | 67.9%+23.0pp |
| Annual return | -13.94% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $549 | $2,219-75.2% | $3,008-81.7% | $2,597-78.8% |
| Participant deferral / active EE | $2,198 | $3,246-32.3% | $4,395-50.0% | $4,028-45.4% |
| Admin fee / account holder | $2,662 | $4,397-39.5% | $5,325-50.0% | $5,404-50.7% |