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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 | $92,370 | $168,635-45.2% | $147,617-37.4% | $125,389-26.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $10,216 | $6,252+63.4% | $5,564+83.6% | $4,866+109.9% |
| Participant deferral / active EE | $6,443 | $5,507+17.0% | $4,895+31.6% | $5,352+20.4% |
| Admin fee / account holder | $10,346 | $13,580-23.8% | $11,612-10.9% | $9,541+8.4% |