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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 | $45,381 | $135,645-66.5% | $110,243-58.8% | $135,379-66.5% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -6.66% | 513.24%-519.9pp | 314.76%-321.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,902 | $4,907-61.2% | $3,827-50.3% | $4,779-60.2% |
| Participant deferral / active EE | $3,323 | $5,507-39.7% | $4,672-28.9% | $5,609-40.8% |
| Admin fee / account holder | $3,266 | $11,458-71.5% | $8,548-61.8% | $10,828-69.8% |