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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 | $98,186 | $168,635-41.8% | $147,617-33.5% | $125,389-21.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.89% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $6,277 | $6,252+0.4% | $5,564+12.8% | $4,866+29.0% |
| Participant deferral / active EE | $8,723 | $5,507+58.4% | $4,895+78.2% | $5,352+63.0% |
| Admin fee / account holder | $1,335 | $13,580-90.2% | $11,612-88.5% | $9,541-86.0% |