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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 | $54,468 | $142,409-61.8% | $119,634-54.5% | $134,545-59.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -19.83% | -12.46%-7.4pp | -14.98%-4.9pp | 418.37%-438.2pp |
| Employer contribution / active EE | $10,065 | $5,224+92.7% | $4,232+137.8% | $4,742+112.3% |
| Participant deferral / active EE | $5,792 | $6,468-10.5% | $5,601+3.4% | $6,401-9.5% |
| Admin fee / account holder | $1,417 | $13,594-89.6% | $10,329-86.3% | $11,431-87.6% |