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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 | $54,357-15.2% | $82,706-44.2% | $68,495-32.7% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.4pp | 67.9%+23.0pp |
| Annual return | -17.82% | -13.67%-4.1pp | 701.76%-719.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,141 | $2,218+41.6% | $3,007+4.4% | $2,596+21.0% |
| Participant deferral / active EE | $7,644 | $3,246+135.5% | $4,394+74.0% | $4,028+89.8% |
| Admin fee / account holder | $796 | $4,396-81.9% | $5,329-85.1% | $5,403-85.3% |