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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 | $59,700 | $135,645-56.0% | $110,243-45.8% | $135,380-55.9% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -6.64% | 513.24%-519.9pp | 314.76%-321.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,671 | $4,907-65.9% | $3,827-56.3% | $4,779-65.0% |
| Participant deferral / active EE | $4,220 | $5,507-23.4% | $4,672-9.7% | $5,609-24.8% |
| Admin fee / account holder | $2,240 | $11,458-80.4% | $8,548-73.8% | $10,828-79.3% |