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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 | $23,927 | $54,357-56.0% | $82,706-71.1% | $68,495-65.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -17.27% | -13.67%-3.6pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,153 | $2,218+132.3% | $3,007+71.3% | $2,596+98.4% |
| Participant deferral / active EE | $6,561 | $3,246+102.1% | $4,394+49.3% | $4,028+62.9% |
| Admin fee / account holder | $2,558 | $4,396-41.8% | $5,329-52.0% | $5,403-52.7% |