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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 | $82,349 | $54,370+51.5% | $82,763-0.5% | $68,490+20.2% |
| Participation rate | 94.7% | 63.9%+30.7pp | 72.6%+22.1pp | 67.9%+26.8pp |
| Annual return | -9.37% | -13.67%+4.3pp | 702.45%-711.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $2,786 | $2,219+25.5% | $3,008-7.4% | $2,597+7.3% |
| Participant deferral / active EE | $4,798 | $3,247+47.8% | $4,395+9.2% | $4,028+19.1% |
| Admin fee / account holder | $1,390 | $4,398-68.4% | $5,325-73.9% | $5,403-74.3% |