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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 | $55,493 | $135,645-59.1% | $110,243-49.7% | $135,380-59.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -3.76% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,809 | $4,907-42.8% | $3,827-26.6% | $4,779-41.2% |
| Participant deferral / active EE | $6,763 | $5,507+22.8% | $4,672+44.8% | $5,609+20.6% |
| Admin fee / account holder | $9,402 | $11,458-17.9% | $8,548+10.0% | $10,828-13.2% |