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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 | $92,012 | $197,819-53.5% | $155,789-40.9% | $125,389-26.6% |
| Participation rate | 95.7% | 82.1%+13.6pp | 76.1%+19.6pp | 83.2%+12.5pp |
| Annual return | 0.52% | 86.73%-86.2pp | 71.54%-71.0pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,855 | $4,850-61.8% | $3,839-51.7% | $4,866-61.9% |
| Participant deferral / active EE | $5,428 | $5,631-3.6% | $4,798+13.1% | $5,352+1.4% |
| Admin fee / account holder | $8,853 | $9,544-7.2% | $7,477+18.4% | $9,541-7.2% |