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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 | $60,006 | $95,975-37.5% | $74,549-19.5% | $135,379-55.7% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.27% | 56.96%-64.2pp | 32.53%-39.8pp | 519.79%-527.1pp |
| Employer contribution / active EE | $335 | $2,716-87.7% | $1,961-82.9% | $4,779-93.0% |
| Participant deferral / active EE | $2,040 | $3,844-46.9% | $3,108-34.4% | $5,609-63.6% |
| Admin fee / account holder | $834 | $6,522-87.2% | $5,059-83.5% | $10,828-92.3% |