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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 | $43,906 | $168,635-74.0% | $147,617-70.3% | $125,389-65.0% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.34% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,241 | $6,252-64.2% | $5,564-59.7% | $4,866-53.9% |
| Participant deferral / active EE | $7,807 | $5,507+41.8% | $4,895+59.5% | $5,352+45.9% |
| Admin fee / account holder | $546 | $13,580-96.0% | $11,612-95.3% | $9,541-94.3% |