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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 | $91,969 | $168,636-45.5% | $147,618-37.7% | $125,388-26.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.19% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,874 | $6,252-22.1% | $5,565-12.4% | $4,866+0.2% |
| Participant deferral / active EE | $8,467 | $5,507+53.7% | $4,895+72.9% | $5,352+58.2% |
| Admin fee / account holder | $740 | $13,580-94.6% | $11,612-93.6% | $9,541-92.2% |