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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 | $40,948 | $135,639-69.8% | $110,241-62.9% | $135,382-69.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -8.32% | 513.21%-521.5pp | 314.75%-323.1pp | 519.77%-528.1pp |
| Employer contribution / active EE | $2,821 | $4,907-42.5% | $3,827-26.3% | $4,779-41.0% |
| Participant deferral / active EE | $2,884 | $5,507-47.6% | $4,672-38.3% | $5,609-48.6% |
| Admin fee / account holder | $3,974 | $11,457-65.3% | $8,548-53.5% | $10,829-63.3% |