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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 | $51,113 | $82,674-38.2% | $125,363-59.2% | $68,495-25.4% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -19.03% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,676 | $3,382-20.9% | $4,815-44.4% | $2,596+3.0% |
| Participant deferral / active EE | $15,698 | $6,111+156.9% | $7,447+110.8% | $4,028+289.8% |
| Admin fee / account holder | $1,757 | $6,276-72.0% | $10,005-82.4% | $5,403-67.5% |