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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 | $55,239 | $190,879-71.1% | $160,009-65.5% | $134,532-58.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.36% | 552.63%-569.0pp | 408.85%-425.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,140 | $4,995-57.2% | $4,225-49.3% | $4,741-54.9% |
| Participant deferral / active EE | $4,795 | $6,924-30.7% | $6,183-22.5% | $6,401-25.1% |
| Admin fee / account holder | $2,198 | $10,495-79.1% | $8,715-74.8% | $11,429-80.8% |