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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 | $41,619 | $168,635-75.3% | $147,617-71.8% | $125,389-66.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.96% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $8,813 | $6,252+41.0% | $5,564+58.4% | $4,866+81.1% |
| Participant deferral / active EE | $5,386 | $5,507-2.2% | $4,895+10.0% | $5,352+0.6% |
| Admin fee / account holder | $370 | $13,580-97.3% | $11,612-96.8% | $9,541-96.1% |