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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 | $44,218 | $168,635-73.8% | $147,617-70.0% | $125,389-64.7% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -3.41% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,418 | $6,252-77.3% | $5,564-74.5% | $4,866-70.9% |
| Participant deferral / active EE | $4,403 | $5,507-20.0% | $4,895-10.1% | $5,352-17.7% |
| Admin fee / account holder | $1,696 | $13,580-87.5% | $11,612-85.4% | $9,541-82.2% |