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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 | $111,812 | $168,635-33.7% | $147,617-24.3% | $125,389-10.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.68% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,292 | $6,252+48.6% | $5,564+67.0% | $4,866+91.0% |
| Participant deferral / active EE | $5,620 | $5,507+2.0% | $4,895+14.8% | $5,352+5.0% |
| Admin fee / account holder | $554 | $13,580-95.9% | $11,612-95.2% | $9,541-94.2% |