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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 | $41,132 | $133,981-69.3% | $112,249-63.4% | $134,532-69.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -15.10% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,705 | $5,292-48.9% | $4,729-42.8% | $6,401-57.7% |
| Admin fee / account holder | $7,813 | $7,492+4.3% | $6,412+21.8% | $11,429-31.6% |