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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 | $107,012 | $135,645-21.1% | $110,243-2.9% | $135,380-21.0% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -4.67% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,503 | $4,907-49.0% | $3,827-34.6% | $4,779-47.6% |
| Participant deferral / active EE | $4,078 | $5,507-26.0% | $4,672-12.7% | $5,609-27.3% |
| Admin fee / account holder | $674 | $11,458-94.1% | $8,548-92.1% | $10,828-93.8% |