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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 | $68,616 | $135,645-49.4% | $110,243-37.8% | $135,379-49.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -4.62% | 513.24%-517.9pp | 314.76%-319.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,410 | $4,907-71.3% | $3,827-63.2% | $4,779-70.5% |
| Participant deferral / active EE | $4,018 | $5,507-27.0% | $4,672-14.0% | $5,609-28.4% |
| Admin fee / account holder | $5,976 | $11,458-47.8% | $8,548-30.1% | $10,828-44.8% |