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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 | $99,374 | $168,636-41.1% | $147,618-32.7% | $125,388-20.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.23% | 77.65%-77.4pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,283 | $6,252-63.5% | $5,565-59.0% | $4,866-53.1% |
| Participant deferral / active EE | $6,532 | $5,507+18.6% | $4,895+33.4% | $5,352+22.1% |
| Admin fee / account holder | $493 | $13,580-96.4% | $11,612-95.8% | $9,541-94.8% |