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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 | $146,669 | $168,636-13.0% | $147,617-0.6% | $125,393+17.0% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.4pp | 282.23%-282.6pp |
| Employer contribution / active EE | $2,112 | $6,252-66.2% | $5,565-62.0% | $4,866-56.6% |
| Participant deferral / active EE | $6,473 | $5,507+17.5% | $4,895+32.2% | $5,351+21.0% |
| Admin fee / account holder | $10,797 | $13,580-20.5% | $11,611-7.0% | $9,541+13.2% |