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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 | $65,350 | $135,645-51.8% | $110,243-40.7% | $135,380-51.7% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -7.43% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,071 | $4,907-78.2% | $3,827-72.0% | $4,779-77.6% |
| Participant deferral / active EE | $5,838 | $5,507+6.0% | $4,672+25.0% | $5,609+4.1% |
| Admin fee / account holder | $2,080 | $11,458-81.8% | $8,548-75.7% | $10,828-80.8% |