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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 | $40,090 | $168,636-76.2% | $147,618-72.8% | $125,388-68.0% |
| Participation rate | 79.2% | 88.8%-9.6pp | 84.6%-5.5pp | 83.2%-4.0pp |
| Annual return | -1.54% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,750 | $6,252-56.0% | $5,565-50.6% | $4,866-43.5% |
| Participant deferral / active EE | $4,645 | $5,507-15.6% | $4,895-5.1% | $5,352-13.2% |
| Admin fee / account holder | $1,693 | $13,580-87.5% | $11,612-85.4% | $9,541-82.3% |