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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 | $51,834 | $152,591-66.0% | $117,529-55.9% | $134,545-61.5% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -19.53% | 53.04%-72.6pp | 29.77%-49.3pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,592 | $5,576-71.5% | $4,179-61.9% | $4,742-66.4% |
| Participant deferral / active EE | $2,452 | $4,821-49.1% | $4,072-39.8% | $6,401-61.7% |
| Admin fee / account holder | $569 | $7,004-91.9% | $5,645-89.9% | $11,431-95.0% |