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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 | $26,528 | $152,597-82.6% | $117,533-77.4% | $134,532-80.3% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -15.68% | 53.04%-68.7pp | 29.77%-45.4pp | 418.27%-433.9pp |
| Employer contribution / active EE | $244 | $5,576-95.6% | $4,179-94.2% | $4,741-94.9% |
| Participant deferral / active EE | $1,858 | $4,821-61.5% | $4,072-54.4% | $6,401-71.0% |
| Admin fee / account holder | $886 | $7,007-87.4% | $5,647-84.3% | $11,429-92.2% |