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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 | $108,216 | $168,635-35.8% | $147,617-26.7% | $125,389-13.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $12,836 | $6,252+105.3% | $5,564+130.7% | $4,866+163.8% |
| Participant deferral / active EE | $2,613 | $5,507-52.5% | $4,895-46.6% | $5,352-51.2% |
| Admin fee / account holder | $1,891 | $13,580-86.1% | $11,612-83.7% | $9,541-80.2% |