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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 | $51,264 | $190,879-73.1% | $160,009-68.0% | $134,532-61.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.0%+3.8pp | 81.2%+0.6pp |
| Annual return | -14.32% | 552.63%-566.9pp | 408.85%-423.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,502 | $4,995-69.9% | $4,225-64.4% | $4,741-68.3% |
| Participant deferral / active EE | $4,853 | $6,924-29.9% | $6,183-21.5% | $6,401-24.2% |
| Admin fee / account holder | $5,021 | $10,495-52.2% | $8,715-42.4% | $11,429-56.1% |