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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 | $45,828 | $54,370-15.7% | $82,763-44.6% | $68,490-33.1% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -13.21% | -13.67%+0.5pp | 702.45%-715.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,617 | $2,219+63.0% | $3,008+20.2% | $2,597+39.3% |
| Participant deferral / active EE | $1,431 | $3,247-55.9% | $4,395-67.5% | $4,028-64.5% |
| Admin fee / account holder | $3,190 | $4,398-27.5% | $5,325-40.1% | $5,403-41.0% |