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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 | $39,824 | $49,177-19.0% | $79,467-49.9% | $64,173-37.9% |
| Participation rate | 91.2% | 65.0%+26.1pp | 73.3%+17.8pp | 69.6%+21.6pp |
| Annual return | -2.95% | -1.16%-1.8pp | 718.30%-721.3pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,405 | $2,076-32.3% | $2,800-49.8% | $2,381-41.0% |
| Participant deferral / active EE | $5,268 | $2,821+86.7% | $3,704+42.2% | $3,470+51.8% |
| Admin fee / account holder | $5,836 | $3,839+52.0% | $5,104+14.3% | $4,887+19.4% |