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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 | $80,323 | $135,639-40.8% | $110,241-27.1% | $135,382-40.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.01% | 513.21%-521.2pp | 314.75%-322.8pp | 519.77%-527.8pp |
| Employer contribution / active EE | $2,364 | $4,907-51.8% | $3,827-38.2% | $4,779-50.5% |
| Participant deferral / active EE | $4,131 | $5,507-25.0% | $4,672-11.6% | $5,609-26.3% |
| Admin fee / account holder | $1,201 | $11,457-89.5% | $8,548-86.0% | $10,829-88.9% |