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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 | $96,707 | $135,645-28.7% | $110,243-12.3% | $135,380-28.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.72% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.5pp |
| Employer contribution / active EE | $994 | $4,907-79.8% | $3,827-74.0% | $4,779-79.2% |
| Participant deferral / active EE | $2,512 | $5,507-54.4% | $4,672-46.2% | $5,609-55.2% |
| Admin fee / account holder | $8,621 | $11,458-24.8% | $8,548+0.9% | $10,828-20.4% |