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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 | $40,953 | $45,152-9.3% | $73,836-44.5% | $59,633-31.3% |
| Participation rate | 90.4% | 64.0%+26.4pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | -0.14% | 27.40%-27.5pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $8,292 | $1,901+336.1% | $2,787+197.5% | $2,203+276.5% |
| Participant deferral / active EE | $5,736 | $2,573+122.9% | $3,583+60.1% | $3,192+79.7% |
| Admin fee / account holder | $308 | $3,515-91.2% | $4,882-93.7% | $4,297-92.8% |