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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 | $80,140 | $135,645-40.9% | $110,243-27.3% | $135,379-40.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.17% | 513.24%-520.4pp | 314.76%-321.9pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,211 | $4,907-75.3% | $3,827-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $8,459 | $5,507+53.6% | $4,672+81.0% | $5,609+50.8% |
| Admin fee / account holder | $1,745 | $11,458-84.8% | $8,548-79.6% | $10,828-83.9% |