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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 | $60,599 | $152,597-60.3% | $117,533-48.4% | $134,532-55.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -17.31% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,306 | $5,576-76.6% | $4,179-68.7% | $4,741-72.4% |
| Participant deferral / active EE | $2,419 | $4,821-49.8% | $4,072-40.6% | $6,401-62.2% |
| Admin fee / account holder | $2,287 | $7,007-67.4% | $5,647-59.5% | $11,429-80.0% |