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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 | $25,383 | $106,551-76.2% | $91,225-72.2% | $134,532-81.1% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -9.93% | 160.78%-170.7pp | 114.12%-124.0pp | 418.27%-428.2pp |
| Employer contribution / active EE | $1,265 | $3,331-62.0% | $2,851-55.6% | $4,741-73.3% |
| Participant deferral / active EE | $2,365 | $4,718-49.9% | $4,233-44.1% | $6,401-63.1% |
| Admin fee / account holder | $679 | $6,234-89.1% | $5,422-87.5% | $11,429-94.1% |