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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 | $34,559 | $92,766-62.7% | $82,763-58.2% | $134,545-74.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.41% | 946.97%-962.4pp | 702.45%-717.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $960 | $3,273-70.7% | $3,008-68.1% | $4,742-79.8% |
| Participant deferral / active EE | $1,639 | $4,802-65.9% | $4,395-62.7% | $6,401-74.4% |
| Admin fee / account holder | $515 | $5,978-91.4% | $5,325-90.3% | $11,431-95.5% |