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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 | $41,722 | $135,645-69.2% | $110,243-62.2% | $135,379-69.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.95% | 513.24%-517.2pp | 314.76%-318.7pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,209 | $4,907-75.4% | $3,827-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $2,139 | $5,507-61.2% | $4,672-54.2% | $5,609-61.9% |
| Admin fee / account holder | $3,333 | $11,458-70.9% | $8,548-61.0% | $10,828-69.2% |