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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 | $8,237 | $67,396-87.8% | $60,919-86.5% | $134,545-93.9% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.1%+0.8pp | 81.2%-7.3pp |
| Annual return | -17.76% | 50.12%-67.9pp | 16.96%-34.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $517 | $3,101-83.3% | $2,704-80.9% | $4,742-89.1% |
| Participant deferral / active EE | $2,777 | $4,534-38.8% | $3,814-27.2% | $6,401-56.6% |
| Admin fee / account holder | $918 | $4,590-80.0% | $3,228-71.5% | $11,431-92.0% |