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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 | $80,833 | $168,635-52.1% | $147,617-45.2% | $125,389-35.5% |
| Participation rate | 73.3% | 88.8%-15.4pp | 84.6%-11.3pp | 83.2%-9.9pp |
| Annual return | -1.87% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,661 | $6,252-9.5% | $5,564+1.7% | $4,866+16.3% |
| Participant deferral / active EE | $3,143 | $5,507-42.9% | $4,895-35.8% | $5,352-41.3% |
| Admin fee / account holder | $6,855 | $13,580-49.5% | $11,612-41.0% | $9,541-28.2% |