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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 | $46,065 | $168,635-72.7% | $147,617-68.8% | $125,389-63.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,361 | $6,252-14.3% | $5,564-3.7% | $4,866+10.2% |
| Participant deferral / active EE | $3,127 | $5,507-43.2% | $4,895-36.1% | $5,352-41.6% |
| Admin fee / account holder | $9,131 | $13,580-32.8% | $11,612-21.4% | $9,541-4.3% |