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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 | $30,665 | $168,636-81.8% | $147,617-79.2% | $125,393-75.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.23%-284.9pp |
| Employer contribution / active EE | $1,657 | $6,252-73.5% | $5,565-70.2% | $4,866-66.0% |
| Participant deferral / active EE | $4,844 | $5,507-12.0% | $4,895-1.1% | $5,351-9.5% |
| Admin fee / account holder | $391 | $13,580-97.1% | $11,611-96.6% | $9,541-95.9% |