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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 | $47,956 | $95,979-50.0% | $74,551-35.7% | $135,380-64.6% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -6.06% | 56.97%-63.0pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $744 | $2,716-72.6% | $1,961-62.1% | $4,779-84.4% |
| Participant deferral / active EE | $3,816 | $3,844-0.7% | $3,108+22.8% | $5,609-32.0% |
| Admin fee / account holder | $478 | $6,522-92.7% | $5,059-90.6% | $10,828-95.6% |