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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 | $47,396 | $54,357-12.8% | $82,706-42.7% | $68,495-30.8% |
| Participation rate | 80.6% | 63.9%+16.7pp | 72.6%+8.1pp | 67.9%+12.7pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.76%-717.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,092 | $2,218+39.4% | $3,007+2.8% | $2,596+19.1% |
| Participant deferral / active EE | $6,895 | $3,246+112.4% | $4,394+56.9% | $4,028+71.2% |
| Admin fee / account holder | $5,795 | $4,396+31.8% | $5,329+8.8% | $5,403+7.2% |