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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 | $51,708 | $53,546-3.4% | $69,884-26.0% | $68,486-24.5% |
| Participation rate | 86.6% | 64.5%+22.1pp | 70.5%+16.1pp | 67.9%+18.7pp |
| Annual return | -16.71% | -13.87%-2.8pp | 190.81%-207.5pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,218 | $2,019+59.4% | $2,560+25.7% | $2,597+23.9% |
| Participant deferral / active EE | $4,389 | $2,957+48.4% | $3,848+14.1% | $4,028+9.0% |
| Admin fee / account holder | $2,143 | $4,693-54.3% | $6,266-65.8% | $5,404-60.3% |