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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 | $86,485 | $190,879-54.7% | $160,009-46.0% | $134,532-35.7% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.0%-1.1pp | 81.2%-4.3pp |
| Annual return | -16.45% | 552.63%-569.1pp | 408.85%-425.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,742 | $4,995-45.1% | $4,225-35.1% | $4,741-42.2% |
| Participant deferral / active EE | $4,861 | $6,924-29.8% | $6,183-21.4% | $6,401-24.1% |
| Admin fee / account holder | $7,304 | $10,495-30.4% | $8,715-16.2% | $11,429-36.1% |