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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 | $38,562 | $168,635-77.1% | $147,617-73.9% | $125,389-69.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,265 | $5,507-40.7% | $4,895-33.3% | $5,352-39.0% |
| Admin fee / account holder | $403 | $13,580-97.0% | $11,612-96.5% | $9,541-95.8% |