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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 | $54,156 | $82,674-34.5% | $125,363-56.8% | $68,495-20.9% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,086 | $3,382-38.3% | $4,815-56.7% | $2,596-19.6% |
| Participant deferral / active EE | $11,219 | $6,111+83.6% | $7,447+50.7% | $4,028+178.6% |
| Admin fee / account holder | $5,682 | $6,276-9.5% | $10,005-43.2% | $5,403+5.2% |