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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 | $49,105 | $142,392-65.5% | $119,622-58.9% | $134,532-63.5% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -16.60% | -12.46%-4.1pp | -14.98%-1.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $6,975 | $5,224+33.5% | $4,232+64.8% | $4,741+47.1% |
| Participant deferral / active EE | $17,477 | $6,467+170.2% | $5,601+212.1% | $6,401+173.0% |
| Admin fee / account holder | $31,823 | $13,593+134.1% | $10,328+208.1% | $11,429+178.5% |