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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 | $56,143 | $168,635-66.7% | $147,617-62.0% | $125,389-55.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $8,751 | $6,252+40.0% | $5,564+57.3% | $4,866+79.8% |
| Participant deferral / active EE | $5,094 | $5,507-7.5% | $4,895+4.1% | $5,352-4.8% |
| Admin fee / account holder | $3,060 | $13,580-77.5% | $11,612-73.6% | $9,541-67.9% |