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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 | $108,582 | $168,635-35.6% | $147,617-26.4% | $125,389-13.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $7,461 | $6,252+19.3% | $5,564+34.1% | $4,866+53.3% |
| Participant deferral / active EE | $4,600 | $5,507-16.5% | $4,895-6.0% | $5,352-14.0% |
| Admin fee / account holder | $9,484 | $13,580-30.2% | $11,612-18.3% | $9,541-0.6% |