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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 | $47,268 | $180,459-73.8% | $154,108-69.3% | $135,380-65.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.77% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,469 | $6,035-59.1% | $5,298-53.4% | $4,779-48.3% |
| Participant deferral / active EE | $3,158 | $5,806-45.6% | $5,081-37.8% | $5,609-43.7% |
| Admin fee / account holder | $14,231 | $16,145-11.9% | $13,411+6.1% | $10,828+31.4% |