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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 | $70,362 | $168,635-58.3% | $147,617-52.3% | $125,389-43.9% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -1.80% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,508 | $6,252-75.9% | $5,564-72.9% | $4,866-69.0% |
| Participant deferral / active EE | $3,895 | $5,507-29.3% | $4,895-20.4% | $5,352-27.2% |
| Admin fee / account holder | $706 | $13,580-94.8% | $11,612-93.9% | $9,541-92.6% |