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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 | $61,922 | $168,635-63.3% | $147,617-58.1% | $125,389-50.6% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.24% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,221 | $6,252-64.5% | $5,564-60.1% | $4,866-54.4% |
| Participant deferral / active EE | $6,172 | $5,507+12.1% | $4,895+26.1% | $5,352+15.3% |
| Admin fee / account holder | $1,702 | $13,580-87.5% | $11,612-85.3% | $9,541-82.2% |