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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 | $51,460 | $82,678-37.8% | $125,391-59.0% | $68,490-24.9% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -8.98% | -5.97%-3.0pp | 572.41%-581.4pp | -7.85%-1.1pp |
| Employer contribution / active EE | $9,614 | $3,382+184.3% | $4,816+99.6% | $2,597+270.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,195 | $6,277-49.1% | $10,009-68.1% | $5,403-40.9% |