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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 | $107,975 | $135,645-20.4% | $110,243-2.1% | $135,380-20.2% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.8%+1.1pp | 82.6%-1.7pp |
| Annual return | -2.39% | 513.24%-515.6pp | 314.76%-317.1pp | 519.81%-522.2pp |
| Employer contribution / active EE | $4,790 | $4,907-2.4% | $3,827+25.2% | $4,779+0.2% |
| Participant deferral / active EE | $7,830 | $5,507+42.2% | $4,672+67.6% | $5,609+39.6% |
| Admin fee / account holder | $3,470 | $11,458-69.7% | $8,548-59.4% | $10,828-68.0% |