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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 | $144,632 | $168,635-14.2% | $147,617-2.0% | $125,389+15.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.55% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,490 | $6,252-76.2% | $5,564-73.2% | $4,866-69.4% |
| Participant deferral / active EE | $3,529 | $5,507-35.9% | $4,895-27.9% | $5,352-34.0% |
| Admin fee / account holder | $7,878 | $13,580-42.0% | $11,612-32.2% | $9,541-17.4% |