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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 | $39,296 | $190,916-79.4% | $160,037-75.4% | $134,545-70.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -14.96% | 552.79%-567.7pp | 408.95%-423.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,084 | $4,996-58.3% | $4,226-50.7% | $4,742-56.0% |
| Participant deferral / active EE | $9,133 | $6,925+31.9% | $6,184+47.7% | $6,401+42.7% |
| Admin fee / account holder | $3,856 | $10,497-63.3% | $8,716-55.8% | $11,431-66.3% |