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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 | $43,720 | $90,617-51.8% | $79,476-45.0% | $135,382-67.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -0.47% | 977.57%-978.0pp | 718.21%-718.7pp | 519.77%-520.2pp |
| Employer contribution / active EE | $4,382 | $3,068+42.8% | $2,800+56.5% | $4,779-8.3% |
| Participant deferral / active EE | $2,555 | $4,050-36.9% | $3,704-31.0% | $5,609-54.4% |
| Admin fee / account holder | $16,005 | $5,907+170.9% | $5,113+213.0% | $10,829+47.8% |