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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 | $113,649 | $190,862-40.5% | $159,991-29.0% | $134,509-15.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.0%+3.8pp | 81.2%+0.6pp |
| Annual return | -15.08% | 552.59%-567.7pp | 408.82%-423.9pp | 418.13%-433.2pp |
| Employer contribution / active EE | $9,078 | $4,995+81.8% | $4,225+114.9% | $4,741+91.5% |
| Participant deferral / active EE | $5,877 | $6,924-15.1% | $6,183-4.9% | $6,400-8.2% |
| Admin fee / account holder | $3,729 | $10,495-64.5% | $8,715-57.2% | $11,427-67.4% |