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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 | $42,888 | $54,355-21.1% | $82,744-48.2% | $68,486-37.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -15.16% | -13.67%-1.5pp | 702.22%-717.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,150 | $2,219-3.1% | $3,008-28.5% | $2,597-17.2% |
| Participant deferral / active EE | $4,884 | $3,246+50.4% | $4,395+11.1% | $4,028+21.3% |
| Admin fee / account holder | $11,264 | $4,397+156.2% | $5,325+111.5% | $5,404+108.5% |