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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 | $41,775 | $90,617-53.9% | $79,476-47.4% | $135,382-69.1% |
| Participation rate | 93.3% | 76.1%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -4.56% | 977.57%-982.1pp | 718.21%-722.8pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,025 | $3,068-34.0% | $2,800-27.7% | $4,779-57.6% |
| Participant deferral / active EE | $1,314 | $4,050-67.6% | $3,704-64.5% | $5,609-76.6% |
| Admin fee / account holder | $3,134 | $5,907-46.9% | $5,113-38.7% | $10,829-71.1% |