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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 | $79,560 | $135,645-41.3% | $110,243-27.8% | $135,380-41.2% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.8%-2.5pp | 82.6%-5.4pp |
| Annual return | -6.82% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,841 | $4,907-42.1% | $3,827-25.7% | $4,779-40.5% |
| Participant deferral / active EE | $3,039 | $5,507-44.8% | $4,672-34.9% | $5,609-45.8% |
| Admin fee / account holder | $5,171 | $11,458-54.9% | $8,548-39.5% | $10,828-52.2% |