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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 | $76,475 | $168,635-54.7% | $147,617-48.2% | $125,389-39.0% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,564 | $6,252-11.0% | $5,5640% | $4,866+14.3% |
| Participant deferral / active EE | $4,031 | $5,507-26.8% | $4,895-17.7% | $5,352-24.7% |
| Admin fee / account holder | $747 | $13,580-94.5% | $11,612-93.6% | $9,541-92.2% |