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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 | $92,893 | $135,645-31.5% | $110,243-15.7% | $135,380-31.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.67% | 513.24%-521.9pp | 314.76%-323.4pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,159 | $4,907-56.0% | $3,827-43.6% | $4,779-54.8% |
| Participant deferral / active EE | $4,475 | $5,507-18.7% | $4,672-4.2% | $5,609-20.2% |
| Admin fee / account holder | $1,149 | $11,458-90.0% | $8,548-86.6% | $10,828-89.4% |