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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 | $40,432 | $54,370-25.6% | $82,763-51.1% | $68,490-41.0% |
| Participation rate | 90.2% | 63.9%+26.3pp | 72.6%+17.6pp | 67.9%+22.3pp |
| Annual return | -13.66% | -13.67%0pp | 702.45%-716.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,521 | $2,219+58.6% | $3,008+17.0% | $2,597+35.6% |
| Participant deferral / active EE | $2,361 | $3,247-27.3% | $4,395-46.3% | $4,028-41.4% |
| Admin fee / account holder | $5,675 | $4,398+29.0% | $5,325+6.6% | $5,403+5.0% |