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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 | $33,475 | $168,635-80.1% | $147,617-77.3% | $125,389-73.3% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -2.93% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,069 | $6,252-50.9% | $5,564-44.8% | $4,866-36.9% |
| Participant deferral / active EE | $5,667 | $5,507+2.9% | $4,895+15.8% | $5,352+5.9% |
| Admin fee / account holder | $563 | $13,580-95.9% | $11,612-95.1% | $9,541-94.1% |