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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 | $50,567 | $82,314-38.6% | $68,808-26.5% | $134,532-62.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -14.68% | -2.18%-12.5pp | -6.37%-8.3pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,253 | $3,301-1.5% | $2,656+22.5% | $4,741-31.4% |
| Participant deferral / active EE | $8,729 | $4,740+84.2% | $3,942+121.4% | $6,401+36.4% |
| Admin fee / account holder | $505 | $6,484-92.2% | $4,936-89.8% | $11,429-95.6% |