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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 | $48,565 | $54,370-10.7% | $82,763-41.3% | $68,490-29.1% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -16.07% | -13.67%-2.4pp | 702.45%-718.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,468 | $2,219+56.3% | $3,008+15.3% | $2,597+33.5% |
| Participant deferral / active EE | $2,625 | $3,247-19.1% | $4,395-40.3% | $4,028-34.8% |
| Admin fee / account holder | $774 | $4,398-82.4% | $5,325-85.5% | $5,403-85.7% |