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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 | $54,625 | $65,367-16.4% | $92,915-41.2% | $72,976-25.1% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $10,036 | $2,594+286.9% | $3,653+174.7% | $2,440+311.3% |
| Participant deferral / active EE | $1,544 | $3,128-50.6% | $4,238-63.6% | $3,608-57.2% |
| Admin fee / account holder | $1,454 | $4,251-65.8% | $5,796-74.9% | $5,124-71.6% |