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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 | $33,350 | $168,635-80.2% | $147,617-77.4% | $125,389-73.4% |
| Participation rate | 76.2% | 88.8%-12.6pp | 84.6%-8.4pp | 83.2%-7.0pp |
| Annual return | -1.76% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,745 | $6,252-72.1% | $5,564-68.6% | $4,866-64.1% |
| Participant deferral / active EE | $3,689 | $5,507-33.0% | $4,895-24.6% | $5,352-31.1% |
| Admin fee / account holder | $3,887 | $13,580-71.4% | $11,612-66.5% | $9,541-59.3% |