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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 | $32,823 | $168,635-80.5% | $147,617-77.8% | $125,389-73.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.92% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,208 | $6,252-32.7% | $5,564-24.4% | $4,866-13.5% |
| Participant deferral / active EE | $4,712 | $5,507-14.4% | $4,895-3.7% | $5,352-11.9% |
| Admin fee / account holder | $530 | $13,580-96.1% | $11,612-95.4% | $9,541-94.4% |