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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 | $29,333 | $54,370-46.0% | $82,763-64.6% | $68,490-57.2% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -18.91% | -13.67%-5.2pp | 702.45%-721.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,271 | $2,219+47.4% | $3,008+8.7% | $2,597+26.0% |
| Participant deferral / active EE | $7,914 | $3,247+143.7% | $4,395+80.1% | $4,028+96.5% |
| Admin fee / account holder | $4,261 | $4,398-3.1% | $5,325-20.0% | $5,403-21.1% |