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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 | $60,519 | $197,819-69.4% | $155,789-61.2% | $125,388-51.7% |
| Participation rate | 76.9% | 82.1%-5.2pp | 76.1%+0.8pp | 83.2%-6.3pp |
| Annual return | -0.67% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,665 | $4,850-45.0% | $3,839-30.6% | $4,866-45.2% |
| Participant deferral / active EE | $4,798 | $5,631-14.8% | $4,7980% | $5,352-10.3% |
| Admin fee / account holder | $1,229 | $9,544-87.1% | $7,477-83.6% | $9,541-87.1% |