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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 | $74,677 | $135,639-44.9% | $110,241-32.3% | $135,382-44.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -4.61% | 513.21%-517.8pp | 314.75%-319.4pp | 519.77%-524.4pp |
| Employer contribution / active EE | $3,045 | $4,907-37.9% | $3,827-20.4% | $4,779-36.3% |
| Participant deferral / active EE | $4,434 | $5,507-19.5% | $4,672-5.1% | $5,609-21.0% |
| Admin fee / account holder | $2,564 | $11,457-77.6% | $8,548-70.0% | $10,829-76.3% |