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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 | $25,530 | $152,597-83.3% | $117,533-78.3% | $134,532-81.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -9.59% | 53.04%-62.6pp | 29.77%-39.4pp | 418.27%-427.9pp |
| Employer contribution / active EE | $1,780 | $5,576-68.1% | $4,179-57.4% | $4,741-62.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,272 | $7,007-53.3% | $5,647-42.1% | $11,429-71.4% |