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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 | $83,788 | $168,636-50.3% | $147,618-43.2% | $125,388-33.2% |
| Participation rate | 95.5% | 88.8%+6.7pp | 84.6%+10.8pp | 83.2%+12.3pp |
| Annual return | -1.10% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $6,054 | $6,252-3.2% | $5,565+8.8% | $4,866+24.4% |
| Participant deferral / active EE | $3,379 | $5,507-38.6% | $4,895-31.0% | $5,352-36.9% |
| Admin fee / account holder | $1,935 | $13,580-85.8% | $11,612-83.3% | $9,541-79.7% |