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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 | $61,891 | $54,239+14.1% | $70,098-11.7% | $68,495-9.6% |
| Participation rate | 76.6% | 64.5%+12.1pp | 70.5%+6.1pp | 67.9%+8.7pp |
| Annual return | -15.63% | -13.87%-1.8pp | 190.76%-206.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,651 | $2,019+80.8% | $2,560+42.6% | $2,596+40.6% |
| Participant deferral / active EE | $6,379 | $2,957+115.8% | $3,849+65.7% | $4,028+58.4% |
| Admin fee / account holder | $2,889 | $4,691-38.4% | $6,266-53.9% | $5,403-46.5% |