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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 | $54,653 | $168,635-67.6% | $147,617-63.0% | $125,389-56.4% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | -3.44% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $7,863 | $6,252+25.8% | $5,564+41.3% | $4,866+61.6% |
| Participant deferral / active EE | $4,221 | $5,507-23.3% | $4,895-13.8% | $5,352-21.1% |
| Admin fee / account holder | $1,338 | $13,580-90.1% | $11,612-88.5% | $9,541-86.0% |