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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 | $47,826 | $52,519-8.9% | $155,789-69.3% | $59,633-19.8% |
| Participation rate | 95.9% | 61.7%+34.2pp | 76.1%+19.8pp | 68.7%+27.2pp |
| Annual return | 0.14% | 53.51%-53.4pp | 71.54%-71.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,636 | $1,589+128.8% | $3,839-5.3% | $2,203+65.1% |
| Participant deferral / active EE | $2,146 | $3,084-30.4% | $4,798-55.3% | $3,192-32.8% |
| Admin fee / account holder | $9,704 | $3,540+174.1% | $7,477+29.8% | $4,297+125.8% |