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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 | $48,953 | $75,832-35.4% | $147,617-66.8% | $59,633-17.9% |
| Participation rate | 93.8% | 71.6%+22.2pp | 84.6%+9.1pp | 68.7%+25.1pp |
| Annual return | -2.08% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $6,248 | $3,485+79.3% | $5,564+12.3% | $2,203+183.6% |
| Participant deferral / active EE | $3,031 | $3,131-3.2% | $4,895-38.1% | $3,192-5.0% |
| Admin fee / account holder | $658 | $5,986-89.0% | $11,612-94.3% | $4,297-84.7% |