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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 | $36,845 | $168,635-78.2% | $147,617-75.0% | $125,389-70.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.45% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,788 | $6,252-55.4% | $5,564-49.9% | $4,866-42.7% |
| Participant deferral / active EE | $4,369 | $5,507-20.7% | $4,895-10.8% | $5,352-18.4% |
| Admin fee / account holder | $2,196 | $13,580-83.8% | $11,612-81.1% | $9,541-77.0% |