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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 | $59,856 | $54,370+10.1% | $82,763-27.7% | $68,490-12.6% |
| Participation rate | 90.7% | 63.9%+26.8pp | 72.6%+18.1pp | 67.9%+22.8pp |
| Annual return | -14.35% | -13.67%-0.7pp | 702.45%-716.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,333 | $2,219+50.2% | $3,008+10.8% | $2,597+28.4% |
| Participant deferral / active EE | $5,630 | $3,247+73.4% | $4,395+28.1% | $4,028+39.8% |
| Admin fee / account holder | $1,757 | $4,398-60.0% | $5,325-67.0% | $5,403-67.5% |