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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 | $58,387 | $152,591-61.7% | $117,529-50.3% | $134,545-56.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -13.35% | 53.04%-66.4pp | 29.77%-43.1pp | 418.37%-431.7pp |
| Employer contribution / active EE | $919 | $5,576-83.5% | $4,179-78.0% | $4,742-80.6% |
| Participant deferral / active EE | $1,576 | $4,821-67.3% | $4,072-61.3% | $6,401-75.4% |
| Admin fee / account holder | $832 | $7,004-88.1% | $5,645-85.3% | $11,431-92.7% |