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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 | $27,317 | $95,979-71.5% | $74,551-63.4% | $135,380-79.8% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -7.59% | 56.97%-64.6pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $890 | $2,716-67.2% | $1,961-54.6% | $4,779-81.4% |
| Participant deferral / active EE | $2,547 | $3,844-33.7% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $350 | $6,522-94.6% | $5,059-93.1% | $10,828-96.8% |