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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 | $62,636 | $27,639+126.6% | $61,501+1.8% | $68,490-8.5% |
| Participation rate | 81.3% | 39.5%+41.7pp | 52.6%+28.7pp | 67.9%+13.4pp |
| Annual return | -18.06% | -13.19%-4.9pp | 339.04%-357.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,103 | $696+202.1% | $1,160+81.3% | $2,597-19.0% |
| Participant deferral / active EE | $4,239 | $1,264+235.5% | $2,125+99.5% | $4,028+5.3% |
| Admin fee / account holder | $9,743 | $2,012+384.1% | $2,132+357.1% | $5,403+80.3% |