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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 | $34,437 | $135,645-74.6% | $110,243-68.8% | $135,379-74.6% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | -8.36% | 513.24%-521.6pp | 314.76%-323.1pp | 519.79%-528.1pp |
| Employer contribution / active EE | $3,942 | $4,907-19.7% | $3,827+3.0% | $4,779-17.5% |
| Participant deferral / active EE | $3,541 | $5,507-35.7% | $4,672-24.2% | $5,609-36.9% |
| Admin fee / account holder | $5,057 | $11,458-55.9% | $8,548-40.8% | $10,828-53.3% |