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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 | $52,843 | $135,645-61.0% | $110,243-52.1% | $135,379-61.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.50% | 513.24%-517.7pp | 314.76%-319.3pp | 519.79%-524.3pp |
| Employer contribution / active EE | $2,835 | $4,907-42.2% | $3,827-25.9% | $4,779-40.7% |
| Participant deferral / active EE | $6,877 | $5,507+24.9% | $4,672+47.2% | $5,609+22.6% |
| Admin fee / account holder | $35,308 | $11,458+208.1% | $8,548+313.1% | $10,828+226.1% |