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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 | $70,767 | $135,645-47.8% | $110,243-35.8% | $135,380-47.7% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -7.85% | 513.24%-521.1pp | 314.76%-322.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,058 | $4,907-37.7% | $3,827-20.1% | $4,779-36.0% |
| Participant deferral / active EE | $3,304 | $5,507-40.0% | $4,672-29.3% | $5,609-41.1% |
| Admin fee / account holder | $4,195 | $11,458-63.4% | $8,548-50.9% | $10,828-61.3% |