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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 | $152,597-62.7% | $117,533-51.6% | $134,532-57.7% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -17.74% | 53.04%-70.8pp | 29.77%-47.5pp | 418.27%-436.0pp |
| Employer contribution / active EE | $765 | $5,576-86.3% | $4,179-81.7% | $4,741-83.9% |
| Participant deferral / active EE | $1,317 | $4,821-72.7% | $4,072-67.7% | $6,401-79.4% |
| Admin fee / account holder | $493 | $7,007-93.0% | $5,647-91.3% | $11,429-95.7% |