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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 | $70,560 | $135,645-48.0% | $110,243-36.0% | $135,380-47.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.99% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,557 | $4,907-47.9% | $3,827-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $8,091 | $5,507+46.9% | $4,672+73.2% | $5,609+44.2% |
| Admin fee / account holder | $1,117 | $11,458-90.3% | $8,548-86.9% | $10,828-89.7% |