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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 | $62,453 | $168,636-63.0% | $147,618-57.7% | $125,388-50.2% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -0.91% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,972 | $6,252-68.5% | $5,565-64.6% | $4,866-59.5% |
| Participant deferral / active EE | $5,581 | $5,507+1.3% | $4,895+14.0% | $5,352+4.3% |
| Admin fee / account holder | $716 | $13,580-94.7% | $11,612-93.8% | $9,541-92.5% |