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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 | $122,351 | $168,636-27.4% | $147,618-17.1% | $125,388-2.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -2.21% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,474 | $6,252+19.5% | $5,565+34.3% | $4,866+53.6% |
| Participant deferral / active EE | $2,889 | $5,507-47.5% | $4,895-41.0% | $5,352-46.0% |
| Admin fee / account holder | $1,474 | $13,580-89.1% | $11,612-87.3% | $9,541-84.5% |