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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 | $47,021 | $58,320-19.4% | $86,451-45.6% | $66,949-29.8% |
| Participation rate | 94.7% | 78.6%+16.1pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | 0.14% | -9.71%+9.8pp | 4398.51%-4398.4pp | 1.57%-1.4pp |
| Employer contribution / active EE | $2,131 | $2,615-18.5% | $3,770-43.5% | $2,545-16.3% |
| Participant deferral / active EE | $8,125 | $6,899+17.8% | $6,953+16.9% | $4,239+91.7% |
| Admin fee / account holder | $7,118 | $546+1203.9% | $6,734+5.7% | $594+1099.1% |