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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 | $54,594 | $54,357+0.4% | $82,706-34.0% | $68,495-20.3% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -18.20% | -13.67%-4.5pp | 701.76%-720.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,701 | $2,218+157.0% | $3,007+89.6% | $2,596+119.6% |
| Participant deferral / active EE | $5,158 | $3,246+58.9% | $4,394+17.4% | $4,028+28.1% |
| Admin fee / account holder | $1,794 | $4,396-59.2% | $5,329-66.3% | $5,403-66.8% |