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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 | $56,924 | $168,635-66.2% | $147,617-61.4% | $125,389-54.6% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.64% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,595 | $6,252-74.5% | $5,564-71.3% | $4,866-67.2% |
| Participant deferral / active EE | $8,752 | $5,507+58.9% | $4,895+78.8% | $5,352+63.5% |
| Admin fee / account holder | $5,452 | $13,580-59.9% | $11,612-53.1% | $9,541-42.9% |