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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 | $57,563 | $168,635-65.9% | $147,617-61.0% | $125,389-54.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.31% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,665 | $6,252+6.6% | $5,564+19.8% | $4,866+37.0% |
| Participant deferral / active EE | $4,113 | $5,507-25.3% | $4,895-16.0% | $5,352-23.1% |
| Admin fee / account holder | $1,477 | $13,580-89.1% | $11,612-87.3% | $9,541-84.5% |