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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 | $17,574 | $53,546-67.2% | $69,884-74.9% | $68,486-74.3% |
| Participation rate | 96.6% | 64.5%+32.0pp | 70.5%+26.1pp | 67.9%+28.7pp |
| Annual return | -12.38% | -13.87%+1.5pp | 190.81%-203.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,378 | $2,019-31.7% | $2,560-46.2% | $2,597-46.9% |
| Participant deferral / active EE | $3,142 | $2,957+6.3% | $3,848-18.3% | $4,028-22.0% |
| Admin fee / account holder | $1,850 | $4,693-60.6% | $6,266-70.5% | $5,404-65.8% |