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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 | $106,334 | $168,635-36.9% | $147,617-28.0% | $125,389-15.2% |
| Participation rate | 86.4% | 88.8%-2.4pp | 84.6%+1.7pp | 83.2%+3.2pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,425 | $6,252-45.2% | $5,564-38.4% | $4,866-29.6% |
| Participant deferral / active EE | $6,235 | $5,507+13.2% | $4,895+27.4% | $5,352+16.5% |
| Admin fee / account holder | $6,797 | $13,580-50.0% | $11,612-41.5% | $9,541-28.8% |