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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 | $57,337 | $168,635-66.0% | $147,617-61.2% | $125,389-54.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.21% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $4,501 | $6,252-28.0% | $5,564-19.1% | $4,866-7.5% |
| Participant deferral / active EE | $5,692 | $5,507+3.4% | $4,895+16.3% | $5,352+6.4% |
| Admin fee / account holder | $1,010 | $13,580-92.6% | $11,612-91.3% | $9,541-89.4% |