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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 | $67,093 | $135,645-50.5% | $110,243-39.1% | $135,379-50.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.84% | 513.24%-518.1pp | 314.76%-319.6pp | 519.79%-524.6pp |
| Employer contribution / active EE | $3,803 | $4,907-22.5% | $3,827-0.6% | $4,779-20.4% |
| Participant deferral / active EE | $3,932 | $5,507-28.6% | $4,672-15.8% | $5,609-29.9% |
| Admin fee / account holder | $427 | $11,458-96.3% | $8,548-95.0% | $10,828-96.1% |