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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 | $68,949 | $54,355+26.8% | $82,744-16.7% | $68,486+0.7% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -14.97% | -13.67%-1.3pp | 702.22%-717.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,246 | $2,219+136.5% | $3,008+74.4% | $2,597+102.0% |
| Participant deferral / active EE | $5,636 | $3,246+73.6% | $4,395+28.2% | $4,028+39.9% |
| Admin fee / account holder | $647 | $4,397-85.3% | $5,325-87.8% | $5,404-88.0% |