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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 | $38,334 | $46,360-17.3% | $147,617-74.0% | $52,331-26.7% |
| Participation rate | 83.1% | 64.9%+18.1pp | 84.6%-1.6pp | 68.1%+14.9pp |
| Annual return | -0.02% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,578 | $2,258+102.8% | $4,895-6.5% | $3,022+51.5% |
| Admin fee / account holder | $5,310 | $766+593.4% | $11,612-54.3% | $592+797.5% |