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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 | $37,230 | $168,635-77.9% | $147,617-74.8% | $125,389-70.3% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -2.71% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,693 | $6,252-8.9% | $5,564+2.3% | $4,866+17.0% |
| Participant deferral / active EE | $2,844 | $5,507-48.4% | $4,895-41.9% | $5,352-46.9% |
| Admin fee / account holder | $4,028 | $13,580-70.3% | $11,612-65.3% | $9,541-57.8% |