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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 | $68,096 | $135,645-49.8% | $110,243-38.2% | $135,379-49.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -5.38% | 513.24%-518.6pp | 314.76%-320.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,992 | $4,907-39.0% | $3,827-21.8% | $4,779-37.4% |
| Participant deferral / active EE | $4,896 | $5,507-11.1% | $4,672+4.8% | $5,609-12.7% |
| Admin fee / account holder | $2,804 | $11,458-75.5% | $8,548-67.2% | $10,828-74.1% |