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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 | $78,384 | $135,639-42.2% | $110,241-28.9% | $135,382-42.1% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -6.56% | 513.21%-519.8pp | 314.75%-321.3pp | 519.77%-526.3pp |
| Employer contribution / active EE | $4,135 | $4,907-15.7% | $3,827+8.1% | $4,779-13.5% |
| Participant deferral / active EE | $9,716 | $5,507+76.4% | $4,672+108.0% | $5,609+73.2% |
| Admin fee / account holder | $3,340 | $11,457-70.9% | $8,548-60.9% | $10,829-69.2% |