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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 | $43,639 | $97,761-55.4% | $83,850-48.0% | $135,382-67.8% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -1.54% | 1287.44%-1289.0pp | 850.92%-852.5pp | 519.77%-521.3pp |
| Employer contribution / active EE | $2,980 | $4,222-29.4% | $3,631-17.9% | $4,779-37.6% |
| Participant deferral / active EE | $4,400 | $4,682-6.0% | $4,082+7.8% | $5,609-21.6% |
| Admin fee / account holder | $2,880 | $6,674-56.9% | $5,478-47.4% | $10,829-73.4% |