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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 | $42,200 | $49,177-14.2% | $79,476-46.9% | $64,181-34.2% |
| Participation rate | 92.1% | 65.0%+27.0pp | 73.3%+18.7pp | 69.6%+22.5pp |
| Annual return | -3.18% | -1.16%-2.0pp | 718.21%-721.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,479 | $2,076+115.7% | $2,800+59.9% | $2,381+88.1% |
| Participant deferral / active EE | $4,865 | $2,821+72.4% | $3,704+31.3% | $3,470+40.2% |
| Admin fee / account holder | $5,914 | $3,839+54.1% | $5,113+15.7% | $4,887+21.0% |