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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 | $42,051 | $44,873-6.3% | $79,467-47.1% | $56,289-25.3% |
| Participation rate | 94.0% | 68.7%+25.3pp | 73.3%+20.7pp | 69.9%+24.2pp |
| Annual return | -4.25% | 0.81%-5.1pp | 718.30%-722.6pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,518 | $2,140+111.1% | $2,800+61.3% | $2,111+114.0% |
| Participant deferral / active EE | $5,803 | $2,746+111.3% | $3,704+56.7% | $3,350+73.2% |
| Admin fee / account holder | $1,086 | $418+159.6% | $5,104-78.7% | $521+108.6% |