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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 | $43,225 | $54,357-20.5% | $82,706-47.7% | $68,495-36.9% |
| Participation rate | 72.4% | 63.9%+8.5pp | 72.6%-0.1pp | 67.9%+4.5pp |
| Annual return | -11.80% | -13.67%+1.9pp | 701.76%-713.6pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,723 | $2,218+112.9% | $3,007+57.0% | $2,596+81.9% |
| Participant deferral / active EE | $3,057 | $3,246-5.8% | $4,394-30.4% | $4,028-24.1% |
| Admin fee / account holder | $5,150 | $4,396+17.1% | $5,329-3.4% | $5,403-4.7% |