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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 | $49,489 | $92,743-46.6% | $82,744-40.2% | $134,532-63.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.50% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $4,509 | $3,273+37.8% | $3,008+49.9% | $4,741-4.9% |
| Participant deferral / active EE | $4,253 | $4,802-11.4% | $4,395-3.2% | $6,401-33.6% |
| Admin fee / account holder | $2,394 | $5,977-60.0% | $5,325-55.0% | $11,429-79.1% |