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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 | $47,236 | $82,674-42.9% | $125,381-62.3% | $68,486-31.0% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,919 | $3,382+45.5% | $4,815+2.2% | $2,597+89.4% |
| Participant deferral / active EE | $11,947 | $6,111+95.5% | $7,448+60.4% | $4,028+196.6% |
| Admin fee / account holder | $10,933 | $6,277+74.2% | $10,007+9.2% | $5,404+102.3% |