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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 | $57,434 | $168,636-65.9% | $147,618-61.1% | $125,388-54.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.39% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,339 | $6,252+17.4% | $5,565+31.9% | $4,866+50.8% |
| Participant deferral / active EE | $5,903 | $5,507+7.2% | $4,895+20.6% | $5,352+10.3% |
| Admin fee / account holder | $1,305 | $13,580-90.4% | $11,612-88.8% | $9,541-86.3% |