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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 | $78,671 | $168,635-53.3% | $147,617-46.7% | $125,389-37.3% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.59% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,026 | $6,252-51.6% | $5,564-45.6% | $4,866-37.8% |
| Participant deferral / active EE | $4,824 | $5,507-12.4% | $4,895-1.5% | $5,352-9.9% |
| Admin fee / account holder | $3,278 | $13,580-75.9% | $11,612-71.8% | $9,541-65.6% |