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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 | $28,303 | $88,596-68.1% | $70,098-59.6% | $134,509-79.0% |
| Participation rate | 90.0% | 74.9%+15.1pp | 70.5%+19.5pp | 81.2%+8.8pp |
| Annual return | -18.15% | 442.67%-460.8pp | 190.76%-208.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,013 | $3,235-37.8% | $2,560-21.4% | $4,741-57.5% |
| Participant deferral / active EE | $2,377 | $4,772-50.2% | $3,849-38.3% | $6,400-62.9% |
| Admin fee / account holder | $326 | $10,441-96.9% | $6,266-94.8% | $11,427-97.1% |