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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 | $118,384 | $168,636-29.8% | $147,618-19.8% | $125,388-5.6% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $9,398 | $6,252+50.3% | $5,565+68.9% | $4,866+93.1% |
| Participant deferral / active EE | $6,748 | $5,507+22.5% | $4,895+37.8% | $5,352+26.1% |
| Admin fee / account holder | $2,201 | $13,580-83.8% | $11,612-81.0% | $9,541-76.9% |