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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 | $32,393 | $168,636-80.8% | $147,617-78.1% | $125,393-74.2% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -1.74% | 77.65%-79.4pp | 61.98%-63.7pp | 282.23%-284.0pp |
| Employer contribution / active EE | $3,301 | $6,252-47.2% | $5,565-40.7% | $4,866-32.2% |
| Participant deferral / active EE | $3,244 | $5,507-41.1% | $4,895-33.7% | $5,351-39.4% |
| Admin fee / account holder | $6,605 | $13,580-51.4% | $11,611-43.1% | $9,541-30.8% |