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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 | $43,985 | $49,177-10.6% | $79,467-44.6% | $64,173-31.5% |
| Participation rate | 88.4% | 65.0%+23.3pp | 73.3%+15.0pp | 69.6%+18.8pp |
| Annual return | -4.56% | -1.16%-3.4pp | 718.30%-722.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,261 | $2,076+57.0% | $2,800+16.4% | $2,381+37.0% |
| Participant deferral / active EE | $3,566 | $2,821+26.4% | $3,704-3.7% | $3,470+2.8% |
| Admin fee / account holder | $2,992 | $3,839-22.1% | $5,104-41.4% | $4,887-38.8% |