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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 | $105,064 | $135,639-22.5% | $110,241-4.7% | $135,382-22.4% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -3.80% | 513.21%-517.0pp | 314.75%-318.5pp | 519.77%-523.6pp |
| Employer contribution / active EE | $3,385 | $4,907-31.0% | $3,827-11.6% | $4,779-29.2% |
| Participant deferral / active EE | $6,024 | $5,507+9.4% | $4,672+28.9% | $5,609+7.4% |
| Admin fee / account holder | $560 | $11,457-95.1% | $8,548-93.4% | $10,829-94.8% |