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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 | $31,145 | $152,597-79.6% | $117,533-73.5% | $134,532-76.8% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -14.09% | 53.04%-67.1pp | 29.77%-43.9pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,178 | $5,576-78.9% | $4,179-71.8% | $4,741-75.2% |
| Participant deferral / active EE | $2,366 | $4,821-50.9% | $4,072-41.9% | $6,401-63.0% |
| Admin fee / account holder | $597 | $7,007-91.5% | $5,647-89.4% | $11,429-94.8% |