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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 | $54,578 | $135,639-59.8% | $110,241-50.5% | $135,382-59.7% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -3.54% | 513.21%-516.8pp | 314.75%-318.3pp | 519.77%-523.3pp |
| Employer contribution / active EE | $1,230 | $4,907-74.9% | $3,827-67.9% | $4,779-74.3% |
| Participant deferral / active EE | $3,431 | $5,507-37.7% | $4,672-26.6% | $5,609-38.8% |
| Admin fee / account holder | $5,995 | $11,457-47.7% | $8,548-29.9% | $10,829-44.6% |