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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 | $33,163 | $168,635-80.3% | $147,617-77.5% | $125,389-73.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.42% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,962 | $6,252-68.6% | $5,564-64.7% | $4,866-59.7% |
| Participant deferral / active EE | $3,576 | $5,507-35.1% | $4,895-27.0% | $5,352-33.2% |
| Admin fee / account holder | $43,673 | $13,580+221.6% | $11,612+276.1% | $9,541+357.7% |