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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 | $77,599 | $152,597-49.1% | $117,533-34.0% | $134,532-42.3% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -10.74% | 53.04%-63.8pp | 29.77%-40.5pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,277 | $5,576-77.1% | $4,179-69.5% | $4,741-73.1% |
| Participant deferral / active EE | $1,776 | $4,821-63.2% | $4,072-56.4% | $6,401-72.3% |
| Admin fee / account holder | $2,648 | $7,007-62.2% | $5,647-53.1% | $11,429-76.8% |