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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 | $65,737 | $168,636-61.0% | $147,618-55.5% | $125,388-47.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.89% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,171 | $6,252-17.3% | $5,565-7.1% | $4,866+6.3% |
| Participant deferral / active EE | $4,914 | $5,507-10.8% | $4,895+0.4% | $5,352-8.2% |
| Admin fee / account holder | $46,986 | $13,580+246.0% | $11,612+304.7% | $9,541+392.5% |