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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 | $33,648 | $88,585-62.0% | $69,884-51.9% | $134,532-75.0% |
| Participation rate | 70.6% | 74.9%-4.3pp | 70.5%+0.1pp | 81.2%-10.6pp |
| Annual return | -12.32% | 442.80%-455.1pp | 190.81%-203.1pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,159 | $3,235-64.2% | $2,560-54.7% | $4,741-75.6% |
| Participant deferral / active EE | $1,706 | $4,770-64.2% | $3,848-55.7% | $6,401-73.3% |
| Admin fee / account holder | $719 | $10,441-93.1% | $6,266-88.5% | $11,429-93.7% |