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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 | $55,885 | $82,674-32.4% | $125,381-55.4% | $68,486-18.4% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $6,632 | $3,382+96.1% | $4,815+37.7% | $2,597+155.4% |
| Participant deferral / active EE | $3,897 | $6,111-36.2% | $7,448-47.7% | $4,028-3.2% |
| Admin fee / account holder | $350 | $6,277-94.4% | $10,007-96.5% | $5,404-93.5% |