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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 | $100,110 | $168,636-40.6% | $147,617-32.2% | $125,393-20.2% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -2.55% | 77.65%-80.2pp | 61.98%-64.5pp | 282.23%-284.8pp |
| Employer contribution / active EE | $1,544 | $6,252-75.3% | $5,565-72.3% | $4,866-68.3% |
| Participant deferral / active EE | $3,334 | $5,507-39.5% | $4,895-31.9% | $5,351-37.7% |
| Admin fee / account holder | $1,731 | $13,580-87.3% | $11,611-85.1% | $9,541-81.9% |