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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 | $23,651 | $152,542-84.5% | $117,498-79.9% | $134,509-82.4% |
| Participation rate | 76.9% | 77.1%-0.2pp | 70.6%+6.3pp | 81.2%-4.3pp |
| Annual return | -17.18% | 53.02%-70.2pp | 29.75%-46.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,214 | $5,574-78.2% | $4,178-70.9% | $4,741-74.4% |
| Participant deferral / active EE | $3,623 | $4,819-24.8% | $4,071-11.0% | $6,400-43.4% |
| Admin fee / account holder | $344 | $7,006-95.1% | $5,646-93.9% | $11,427-97.0% |