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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 | $46,942 | $168,635-72.2% | $147,617-68.2% | $125,389-62.6% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -1.04% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,238 | $6,252-64.2% | $5,564-59.8% | $4,866-54.0% |
| Participant deferral / active EE | $4,559 | $5,507-17.2% | $4,895-6.9% | $5,352-14.8% |
| Admin fee / account holder | $613 | $13,580-95.5% | $11,612-94.7% | $9,541-93.6% |