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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 | $52,401 | $54,370-3.6% | $82,763-36.7% | $68,490-23.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -17.53% | -13.67%-3.9pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,156 | $2,219+42.2% | $3,008+4.9% | $2,597+21.5% |
| Participant deferral / active EE | $3,593 | $3,247+10.7% | $4,395-18.3% | $4,028-10.8% |
| Admin fee / account holder | $3,697 | $4,398-15.9% | $5,325-30.6% | $5,403-31.6% |