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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 | $46,722 | $54,355-14.0% | $82,744-43.5% | $68,486-31.8% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.6pp | 67.9%+30.3pp |
| Annual return | -18.89% | -13.67%-5.2pp | 702.22%-721.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $5,748 | $2,219+159.1% | $3,008+91.1% | $2,597+121.3% |
| Participant deferral / active EE | $7,959 | $3,246+145.2% | $4,395+81.1% | $4,028+97.6% |
| Admin fee / account holder | $4,764 | $4,397+8.4% | $5,325-10.5% | $5,404-11.8% |