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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 | $47,962 | $49,177-2.5% | $79,467-39.6% | $64,173-25.3% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.6%+26.2pp |
| Annual return | -4.62% | -1.16%-3.5pp | 718.30%-722.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,420 | $2,076+209.2% | $2,800+129.3% | $2,381+169.6% |
| Participant deferral / active EE | $4,494 | $2,821+59.3% | $3,704+21.3% | $3,470+29.5% |
| Admin fee / account holder | $17,365 | $3,839+352.3% | $5,104+240.2% | $4,887+255.3% |