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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 | $47,314 | $45,566+3.8% | $64,105-26.2% | $59,633-20.7% |
| Participation rate | 78.0% | 60.2%+17.9pp | 68.2%+9.9pp | 68.7%+9.4pp |
| Annual return | -2.76% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $941 | $934+0.7% | $1,820-48.3% | $2,203-57.3% |
| Participant deferral / active EE | $4,146 | $2,057+101.6% | $2,822+46.9% | $3,192+29.9% |
| Admin fee / account holder | $6,350 | $3,268+94.3% | $4,499+41.1% | $4,297+47.8% |