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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 | $75,661 | $168,636-55.1% | $147,618-48.7% | $125,388-39.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.78% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,039 | $6,252-67.4% | $5,565-63.4% | $4,866-58.1% |
| Participant deferral / active EE | $4,465 | $5,507-18.9% | $4,895-8.8% | $5,352-16.6% |
| Admin fee / account holder | $509 | $13,580-96.3% | $11,612-95.6% | $9,541-94.7% |