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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 | $63,877 | $168,636-62.1% | $147,618-56.7% | $125,388-49.1% |
| Participation rate | 85.0% | 88.8%-3.8pp | 84.6%+0.4pp | 83.2%+1.8pp |
| Annual return | -2.40% | 77.65%-80.0pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,883 | $6,252-53.9% | $5,565-48.2% | $4,866-40.7% |
| Participant deferral / active EE | $4,471 | $5,507-18.8% | $4,895-8.7% | $5,352-16.5% |
| Admin fee / account holder | $3,351 | $13,580-75.3% | $11,612-71.1% | $9,541-64.9% |