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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 | $46,058 | $92,766-50.3% | $82,763-44.3% | $134,545-65.8% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,486 | $3,273-24.0% | $3,008-17.4% | $4,742-47.6% |
| Participant deferral / active EE | $4,851 | $4,802+1.0% | $4,395+10.4% | $6,401-24.2% |
| Admin fee / account holder | $720 | $5,978-88.0% | $5,325-86.5% | $11,431-93.7% |