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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 | $40,667 | $133,981-69.6% | $112,249-63.8% | $134,532-69.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.61% | 47.16%-64.8pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,573 | $4,040-61.1% | $3,636-56.7% | $4,741-66.8% |
| Participant deferral / active EE | $9,289 | $5,292+75.5% | $4,729+96.4% | $6,401+45.1% |
| Admin fee / account holder | $438 | $7,492-94.2% | $6,412-93.2% | $11,429-96.2% |