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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 | $85,413 | $135,645-37.0% | $110,243-22.5% | $135,380-36.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.68% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,975 | $4,907-59.8% | $3,827-48.4% | $4,779-58.7% |
| Participant deferral / active EE | $3,060 | $5,507-44.4% | $4,672-34.5% | $5,609-45.4% |
| Admin fee / account holder | $9,210 | $11,458-19.6% | $8,548+7.7% | $10,828-14.9% |