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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 | $42,001 | $82,630-49.2% | $64,105-34.5% | $125,389-66.5% |
| Participation rate | 95.8% | 75.9%+20.0pp | 68.2%+27.7pp | 83.2%+12.6pp |
| Annual return | -1.09% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,083 | $2,671-22.0% | $1,820+14.5% | $4,866-57.2% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,795 | $6,382-40.5% | $4,499-15.7% | $9,541-60.2% |