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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 | $58,371 | $152,542-61.7% | $117,498-50.3% | $134,509-56.6% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -15.37% | 53.02%-68.4pp | 29.75%-45.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $650 | $5,574-88.3% | $4,178-84.4% | $4,741-86.3% |
| Participant deferral / active EE | $1,308 | $4,819-72.9% | $4,071-67.9% | $6,400-79.6% |
| Admin fee / account holder | $4,486 | $7,006-36.0% | $5,646-20.5% | $11,427-60.7% |