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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 | $47,693 | $168,635-71.7% | $147,617-67.7% | $125,389-62.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.16% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,643 | $6,252-57.7% | $5,564-52.5% | $4,866-45.7% |
| Participant deferral / active EE | $5,268 | $5,507-4.3% | $4,895+7.6% | $5,352-1.6% |
| Admin fee / account holder | $67,683 | $13,580+398.4% | $11,612+482.9% | $9,541+609.4% |