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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 | $58,907 | $54,355+8.4% | $82,744-28.8% | $68,486-14.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -10.33% | -13.67%+3.3pp | 702.22%-712.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $2,421 | $2,219+9.1% | $3,008-19.5% | $2,597-6.8% |
| Participant deferral / active EE | $2,698 | $3,246-16.9% | $4,395-38.6% | $4,028-33.0% |
| Admin fee / account holder | $1,030 | $4,397-76.6% | $5,325-80.7% | $5,404-80.9% |