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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 | $90,267 | $168,635-46.5% | $147,617-38.9% | $125,389-28.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.42% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $6,140 | $6,252-1.8% | $5,564+10.3% | $4,866+26.2% |
| Participant deferral / active EE | $4,715 | $5,507-14.4% | $4,895-3.7% | $5,352-11.9% |
| Admin fee / account holder | $1,194 | $13,580-91.2% | $11,612-89.7% | $9,541-87.5% |