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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 | $46,121 | $54,370-15.2% | $82,763-44.3% | $68,490-32.7% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.3pp | 67.9%+23.0pp |
| Annual return | -17.82% | -13.67%-4.1pp | 702.45%-720.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,141 | $2,219+41.5% | $3,008+4.4% | $2,597+21.0% |
| Participant deferral / active EE | $7,644 | $3,247+135.4% | $4,395+73.9% | $4,028+89.8% |
| Admin fee / account holder | $796 | $4,398-81.9% | $5,325-85.1% | $5,403-85.3% |