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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 | $46,652 | $138,102-66.2% | $125,381-62.8% | $134,532-65.3% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -11.89% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.2pp |
| Employer contribution / active EE | $4,867 | $5,245-7.2% | $4,815+1.1% | $4,741+2.7% |
| Participant deferral / active EE | $3,277 | $7,801-58.0% | $7,448-56.0% | $6,401-48.8% |
| Admin fee / account holder | $437 | $11,568-96.2% | $10,007-95.6% | $11,429-96.2% |