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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 | $49,121 | $54,357-9.6% | $82,706-40.6% | $68,495-28.3% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.5pp |
| Annual return | -11.14% | -13.67%+2.5pp | 701.76%-712.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,269 | $2,218+47.4% | $3,007+8.7% | $2,596+25.9% |
| Participant deferral / active EE | $1,622 | $3,246-50.0% | $4,394-63.1% | $4,028-59.7% |
| Admin fee / account holder | $1,812 | $4,396-58.8% | $5,329-66.0% | $5,403-66.5% |