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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 | $107,991 | $168,636-36.0% | $147,618-26.8% | $125,388-13.9% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -1.85% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,743 | $6,252-72.1% | $5,565-68.7% | $4,866-64.2% |
| Participant deferral / active EE | $4,635 | $5,507-15.8% | $4,895-5.3% | $5,352-13.4% |
| Admin fee / account holder | $10,003 | $13,580-26.3% | $11,612-13.9% | $9,541+4.8% |