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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 | $52,280 | $190,879-72.6% | $160,009-67.3% | $134,532-61.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -17.48% | 552.63%-570.1pp | 408.85%-426.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,334 | $4,995-73.3% | $4,225-68.4% | $4,741-71.9% |
| Participant deferral / active EE | $3,655 | $6,924-47.2% | $6,183-40.9% | $6,401-42.9% |
| Admin fee / account holder | $334 | $10,495-96.8% | $8,715-96.2% | $11,429-97.1% |