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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 | $41,288 | $168,635-75.5% | $147,617-72.0% | $125,389-67.1% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -2.05% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,483 | $6,252-76.3% | $5,564-73.3% | $4,866-69.5% |
| Participant deferral / active EE | $4,626 | $5,507-16.0% | $4,895-5.5% | $5,352-13.6% |
| Admin fee / account holder | $9,264 | $13,580-31.8% | $11,612-20.2% | $9,541-2.9% |