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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 | $46,141 | $49,177-6.2% | $79,467-41.9% | $64,173-28.1% |
| Participation rate | 87.8% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.2pp |
| Annual return | -4.33% | -1.16%-3.2pp | 718.30%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,201 | $2,076+54.2% | $2,800+14.3% | $2,381+34.4% |
| Participant deferral / active EE | $2,962 | $2,821+5.0% | $3,704-20.0% | $3,470-14.6% |
| Admin fee / account holder | $10,865 | $3,839+183.0% | $5,104+112.9% | $4,887+122.3% |