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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 | $43,375 | $54,355-20.2% | $82,744-47.6% | $68,486-36.7% |
| Participation rate | 78.6% | 63.9%+14.6pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -17.63% | -13.67%-4.0pp | 702.22%-719.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,100 | $2,219+84.8% | $3,008+36.3% | $2,597+57.9% |
| Participant deferral / active EE | $7,410 | $3,246+128.2% | $4,395+68.6% | $4,028+84.0% |
| Admin fee / account holder | $3,558 | $4,397-19.1% | $5,325-33.2% | $5,404-34.2% |