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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 | $44,319 | $90,617-51.1% | $79,476-44.2% | $135,382-67.3% |
| Participation rate | 87.5% | 76.1%+11.4pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -3.47% | 977.57%-981.0pp | 718.21%-721.7pp | 519.77%-523.2pp |
| Employer contribution / active EE | $2,216 | $3,068-27.8% | $2,800-20.9% | $4,779-53.6% |
| Participant deferral / active EE | $3,707 | $4,050-8.5% | $3,704+0.1% | $5,609-33.9% |
| Admin fee / account holder | $3,491 | $5,907-40.9% | $5,113-31.7% | $10,829-67.8% |