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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 | $65,971 | $168,636-60.9% | $147,618-55.3% | $125,388-47.4% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -1.76% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $10,579 | $6,252+69.2% | $5,565+90.1% | $4,866+117.4% |
| Participant deferral / active EE | $4,913 | $5,507-10.8% | $4,895+0.4% | $5,352-8.2% |
| Admin fee / account holder | $1,108 | $13,580-91.8% | $11,612-90.5% | $9,541-88.4% |