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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 | $92,745 | $197,819-53.1% | $155,789-40.5% | $125,389-26.0% |
| Participation rate | 86.4% | 82.1%+4.3pp | 76.1%+10.3pp | 83.2%+3.2pp |
| Annual return | -0.08% | 86.73%-86.8pp | 71.54%-71.6pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,847 | $4,850+41.2% | $3,839+78.4% | $4,866+40.7% |
| Participant deferral / active EE | $2,181 | $5,631-61.3% | $4,798-54.5% | $5,352-59.3% |
| Admin fee / account holder | $1,578 | $9,544-83.5% | $7,477-78.9% | $9,541-83.5% |