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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 | $60,931 | $69,012-11.7% | $160,009-61.9% | $68,486-11.0% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -17.79% | -9.65%-8.1pp | 408.85%-426.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $8,080 | $2,212+265.2% | $4,225+91.2% | $2,597+211.2% |
| Participant deferral / active EE | $11,718 | $4,212+178.2% | $6,183+89.5% | $4,028+191.0% |
| Admin fee / account holder | $2,388 | $4,798-50.2% | $8,715-72.6% | $5,404-55.8% |