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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 | $158,978 | $168,636-5.7% | $147,618+7.7% | $125,388+26.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.47% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $5,172 | $6,252-17.3% | $5,565-7.1% | $4,866+6.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,043 | $13,580-48.1% | $11,612-39.3% | $9,541-26.2% |