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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 | $58,393 | $168,635-65.4% | $147,617-60.4% | $125,389-53.4% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -2.41% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $8,000 | $6,252+28.0% | $5,564+43.8% | $4,866+64.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,579 | $13,580-44.2% | $11,612-34.7% | $9,541-20.6% |