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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 | $30,626 | $168,635-81.8% | $147,617-79.3% | $125,389-75.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.64% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,101 | $6,252-66.4% | $5,564-62.2% | $4,866-56.8% |
| Participant deferral / active EE | $5,004 | $5,507-9.1% | $4,895+2.2% | $5,352-6.5% |
| Admin fee / account holder | $18,637 | $13,580+37.2% | $11,612+60.5% | $9,541+95.3% |