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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 | $21,296 | $197,819-89.2% | $155,789-86.3% | $125,388-83.0% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | -0.35% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,220 | $4,850-74.9% | $3,839-68.2% | $4,866-74.9% |
| Participant deferral / active EE | $1,665 | $5,631-70.4% | $4,798-65.3% | $5,352-68.9% |
| Admin fee / account holder | $3,121 | $9,544-67.3% | $7,477-58.3% | $9,541-67.3% |