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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 | $95,425 | $168,635-43.4% | $147,617-35.4% | $125,389-23.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.45% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $4,584 | $6,252-26.7% | $5,564-17.6% | $4,866-5.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,635 | $13,580-88.0% | $11,612-85.9% | $9,541-82.9% |