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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 | $55,891 | $152,597-63.4% | $117,533-52.4% | $134,532-58.5% |
| Participation rate | 79.2% | 77.1%+2.1pp | 70.6%+8.6pp | 81.2%-2.1pp |
| Annual return | -17.53% | 53.04%-70.6pp | 29.77%-47.3pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,038 | $5,576-81.4% | $4,179-75.2% | $4,741-78.1% |
| Participant deferral / active EE | $1,292 | $4,821-73.2% | $4,072-68.3% | $6,401-79.8% |
| Admin fee / account holder | $541 | $7,007-92.3% | $5,647-90.4% | $11,429-95.3% |