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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 | $26,183 | $135,645-80.7% | $110,243-76.2% | $135,380-80.7% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.92% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,150 | $4,907-35.8% | $3,827-17.7% | $4,779-34.1% |
| Participant deferral / active EE | $8,173 | $5,507+48.4% | $4,672+74.9% | $5,609+45.7% |
| Admin fee / account holder | $531 | $11,458-95.4% | $8,548-93.8% | $10,828-95.1% |