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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 | $32,155 | $138,114-76.7% | $125,391-74.4% | $134,545-76.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.53% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,328 | $5,246-74.7% | $4,816-72.4% | $4,742-72.0% |
| Participant deferral / active EE | $5,526 | $7,801-29.2% | $7,448-25.8% | $6,401-13.7% |
| Admin fee / account holder | $1,595 | $11,570-86.2% | $10,009-84.1% | $11,431-86.0% |