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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 | $43,569 | $53,546-18.6% | $69,890-37.7% | $68,490-36.4% |
| Participation rate | 80.7% | 64.5%+16.2pp | 70.5%+10.2pp | 67.9%+12.8pp |
| Annual return | -15.76% | -13.87%-1.9pp | 190.84%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,184 | $2,019+57.7% | $2,560+24.4% | $2,597+22.6% |
| Participant deferral / active EE | $6,667 | $2,957+125.5% | $3,848+73.2% | $4,028+65.5% |
| Admin fee / account holder | $986 | $4,693-79.0% | $6,267-84.3% | $5,403-81.7% |