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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 | $115,240 | $168,635-31.7% | $147,617-21.9% | $125,389-8.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.27% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $10,565 | $6,252+69.0% | $5,564+89.9% | $4,866+117.1% |
| Participant deferral / active EE | $6,320 | $5,507+14.8% | $4,895+29.1% | $5,352+18.1% |
| Admin fee / account holder | $550 | $13,580-96.0% | $11,612-95.3% | $9,541-94.2% |