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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 | $62,641 | $133,998-53.3% | $112,263-44.2% | $134,545-53.4% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.42% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,323 | $4,040-67.3% | $3,636-63.6% | $4,742-72.1% |
| Participant deferral / active EE | $3,327 | $5,292-37.1% | $4,729-29.7% | $6,401-48.0% |
| Admin fee / account holder | $1,185 | $7,493-84.2% | $6,410-81.5% | $11,431-89.6% |