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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 | $84,274 | $168,636-50.0% | $147,618-42.9% | $125,388-32.8% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -2.25% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,078 | $6,252-66.8% | $5,565-62.7% | $4,866-57.3% |
| Participant deferral / active EE | $4,880 | $5,507-11.4% | $4,895-0.3% | $5,352-8.8% |
| Admin fee / account holder | $457 | $13,580-96.6% | $11,612-96.1% | $9,541-95.2% |