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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 | $45,151 | $67,372-33.0% | $60,906-25.9% | $134,532-66.4% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -11.60% | 50.05%-61.6pp | 16.94%-28.5pp | 418.27%-429.9pp |
| Employer contribution / active EE | $6,138 | $3,099+98.0% | $2,703+127.1% | $4,741+29.5% |
| Participant deferral / active EE | $5,357 | $4,532+18.2% | $3,814+40.5% | $6,401-16.3% |
| Admin fee / account holder | $10,002 | $4,588+118.0% | $3,227+210.0% | $11,429-12.5% |