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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 | $99,275 | $168,635-41.1% | $147,617-32.7% | $125,389-20.8% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -3.61% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $8,641 | $6,252+38.2% | $5,564+55.3% | $4,866+77.6% |
| Participant deferral / active EE | $4,998 | $5,507-9.2% | $4,895+2.1% | $5,352-6.6% |
| Admin fee / account holder | $946 | $13,580-93.0% | $11,612-91.9% | $9,541-90.1% |