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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 | $45,426 | $168,636-73.1% | $147,618-69.2% | $125,388-63.8% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -2.34% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,159 | $6,252-65.5% | $5,565-61.2% | $4,866-55.6% |
| Participant deferral / active EE | $3,220 | $5,507-41.5% | $4,895-34.2% | $5,352-39.8% |
| Admin fee / account holder | $1,490 | $13,580-89.0% | $11,612-87.2% | $9,541-84.4% |