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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 | $56,899 | $152,542-62.7% | $117,498-51.6% | $134,509-57.7% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -17.74% | 53.02%-70.8pp | 29.75%-47.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $765 | $5,574-86.3% | $4,178-81.7% | $4,741-83.9% |
| Participant deferral / active EE | $1,317 | $4,819-72.7% | $4,071-67.7% | $6,400-79.4% |
| Admin fee / account holder | $493 | $7,006-93.0% | $5,646-91.3% | $11,427-95.7% |