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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 | $54,307 | $59,116-8.1% | $86,438-37.2% | $68,486-20.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -16.77% | -0.23%-16.5pp | 4397.19%-4414.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,835 | $2,519+52.2% | $3,769+1.7% | $2,597+47.7% |
| Participant deferral / active EE | $8,904 | $5,902+50.9% | $6,952+28.1% | $4,028+121.1% |
| Admin fee / account holder | $3,687 | $5,639-34.6% | $6,733-45.2% | $5,404-31.8% |