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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 | $38,860 | $100,805-61.5% | $86,698-55.2% | $134,532-71.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -16.45% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,458 | $3,490-58.2% | $2,837-48.6% | $4,741-69.3% |
| Participant deferral / active EE | $9,405 | $5,339+76.1% | $4,656+102.0% | $6,401+46.9% |
| Admin fee / account holder | $770 | $10,925-93.0% | $7,493-89.7% | $11,429-93.3% |