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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 | $40,846 | $135,639-69.9% | $110,241-62.9% | $135,382-69.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -8.14% | 513.21%-521.4pp | 314.75%-322.9pp | 519.77%-527.9pp |
| Employer contribution / active EE | $11,866 | $4,907+141.8% | $3,827+210.1% | $4,779+148.3% |
| Participant deferral / active EE | $8,924 | $5,507+62.0% | $4,672+91.0% | $5,609+59.1% |
| Admin fee / account holder | $986 | $11,457-91.4% | $8,548-88.5% | $10,829-90.9% |