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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 | $47,074 | $75,962-38.0% | $154,108-69.5% | $64,173-26.6% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -4.08% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,669 | $3,350-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $4,683 | $3,175+47.5% | $5,081-7.8% | $3,470+35.0% |
| Admin fee / account holder | $9,309 | $5,589+66.6% | $13,411-30.6% | $4,887+90.5% |