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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 | $44,983 | $54,370-17.3% | $82,763-45.6% | $68,490-34.3% |
| Participation rate | 90.2% | 63.9%+26.2pp | 72.6%+17.6pp | 67.9%+22.3pp |
| Annual return | -15.42% | -13.67%-1.7pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $5,738 | $2,219+158.6% | $3,008+90.7% | $2,597+121.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,842 | $4,398+101.0% | $5,325+66.0% | $5,403+63.7% |