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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 | $79,743 | $168,636-52.7% | $147,618-46.0% | $125,388-36.4% |
| Participation rate | 82.4% | 88.8%-6.4pp | 84.6%-2.3pp | 83.2%-0.8pp |
| Annual return | -0.60% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,184 | $6,252-65.1% | $5,565-60.8% | $4,866-55.1% |
| Participant deferral / active EE | $4,940 | $5,507-10.3% | $4,895+0.9% | $5,352-7.7% |
| Admin fee / account holder | $1,856 | $13,580-86.3% | $11,612-84.0% | $9,541-80.6% |