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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 | $55,389 | $54,357+1.9% | $82,706-33.0% | $68,495-19.1% |
| Participation rate | 79.3% | 63.9%+15.4pp | 72.6%+6.8pp | 67.9%+11.4pp |
| Annual return | -18.56% | -13.67%-4.9pp | 701.76%-720.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,996 | $2,218+35.1% | $3,007-0.4% | $2,596+15.4% |
| Participant deferral / active EE | $7,359 | $3,246+126.7% | $4,394+67.5% | $4,028+82.7% |
| Admin fee / account holder | $9,137 | $4,396+107.8% | $5,329+71.5% | $5,403+69.1% |