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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 | $116,674 | $168,635-30.8% | $147,617-21.0% | $125,389-7.0% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,323 | $6,252-14.9% | $5,564-4.3% | $4,866+9.4% |
| Participant deferral / active EE | $5,569 | $5,507+1.1% | $4,895+13.8% | $5,352+4.1% |
| Admin fee / account holder | $1,094 | $13,580-91.9% | $11,612-90.6% | $9,541-88.5% |