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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 | $65,453 | $168,635-61.2% | $147,617-55.7% | $125,389-47.8% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | -1.08% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $7,373 | $6,252+17.9% | $5,564+32.5% | $4,866+51.5% |
| Participant deferral / active EE | $3,479 | $5,507-36.8% | $4,895-28.9% | $5,352-35.0% |
| Admin fee / account holder | $657 | $13,580-95.2% | $11,612-94.3% | $9,541-93.1% |