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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 | $43,562 | $82,630-47.3% | $64,105-32.0% | $125,389-65.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 68.2%+26.8pp | 83.2%+11.8pp |
| Annual return | -2.06% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $371 | $2,671-86.1% | $1,820-79.6% | $4,866-92.4% |
| Participant deferral / active EE | $2,195 | $3,608-39.2% | $2,822-22.2% | $5,352-59.0% |
| Admin fee / account holder | $918 | $6,382-85.6% | $4,499-79.6% | $9,541-90.4% |