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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 | $28,303 | $106,557-73.4% | $91,227-69.0% | $134,545-79.0% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -16.61% | 160.81%-177.4pp | 114.14%-130.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $924 | $3,332-72.3% | $2,851-67.6% | $4,742-80.5% |
| Participant deferral / active EE | $1,109 | $4,719-76.5% | $4,234-73.8% | $6,401-82.7% |
| Admin fee / account holder | $1,862 | $6,235-70.1% | $5,423-65.7% | $11,431-83.7% |