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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 | $51,442 | $168,635-69.5% | $147,617-65.2% | $125,389-59.0% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.96% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $5,530 | $6,252-11.5% | $5,564-0.6% | $4,866+13.6% |
| Participant deferral / active EE | $5,921 | $5,507+7.5% | $4,895+21.0% | $5,352+10.6% |
| Admin fee / account holder | $2,899 | $13,580-78.7% | $11,612-75.0% | $9,541-69.6% |