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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 | $43,664 | $78,694-44.5% | $67,652-35.5% | $125,389-65.2% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | -2.21% | 9.46%-11.7pp | 6625.40%-6627.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,356 | $3,044-22.6% | $2,266+4.0% | $4,866-51.6% |
| Participant deferral / active EE | $4,088 | $4,292-4.8% | $3,560+14.8% | $5,352-23.6% |
| Admin fee / account holder | $523 | $7,403-92.9% | $4,821-89.1% | $9,541-94.5% |