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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 | $177,926 | $168,636+5.5% | $147,618+20.5% | $125,388+41.9% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.09% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,837 | $6,252-54.6% | $5,565-49.0% | $4,866-41.7% |
| Participant deferral / active EE | $7,688 | $5,507+39.6% | $4,895+57.0% | $5,352+43.7% |
| Admin fee / account holder | $874 | $13,580-93.6% | $11,612-92.5% | $9,541-90.8% |