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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 | $64,040 | $135,645-52.8% | $110,243-41.9% | $135,380-52.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -7.53% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $972 | $4,907-80.2% | $3,827-74.6% | $4,779-79.7% |
| Participant deferral / active EE | $2,687 | $5,507-51.2% | $4,672-42.5% | $5,609-52.1% |
| Admin fee / account holder | $1,923 | $11,458-83.2% | $8,548-77.5% | $10,828-82.2% |