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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 | $21,669 | $54,370-60.1% | $82,763-73.8% | $68,490-68.4% |
| Participation rate | 95.7% | 63.9%+31.7pp | 72.6%+23.1pp | 67.9%+27.8pp |
| Annual return | -10.58% | -13.67%+3.1pp | 702.45%-713.0pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,409 | $2,219+53.6% | $3,008+13.3% | $2,597+31.3% |
| Participant deferral / active EE | $3,072 | $3,247-5.4% | $4,395-30.1% | $4,028-23.7% |
| Admin fee / account holder | $1,238 | $4,398-71.9% | $5,325-76.8% | $5,403-77.1% |