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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 | $71,367 | $54,355+31.3% | $82,744-13.7% | $68,486+4.2% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.0pp |
| Annual return | -13.69% | -13.67%0pp | 702.22%-715.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $4,301 | $2,219+93.9% | $3,008+43.0% | $2,597+65.6% |
| Participant deferral / active EE | $6,847 | $3,246+110.9% | $4,395+55.8% | $4,028+70.0% |
| Admin fee / account holder | $2,682 | $4,397-39.0% | $5,325-49.6% | $5,404-50.4% |