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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 | $34,504 | $49,177-29.8% | $79,467-56.6% | $64,173-46.2% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -4.86% | -1.16%-3.7pp | 718.30%-723.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,537 | $2,076+70.3% | $2,800+26.3% | $2,381+48.5% |
| Participant deferral / active EE | $5,328 | $2,821+88.8% | $3,704+43.8% | $3,470+53.6% |
| Admin fee / account holder | $12,173 | $3,839+217.1% | $5,104+138.5% | $4,887+149.1% |