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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 | $38,911 | $138,072-71.8% | $123,549-68.5% | $135,382-71.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.14% | 153.69%-155.8pp | 119.20%-121.3pp | 519.77%-521.9pp |
| Employer contribution / active EE | $998 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $5,864 | $6,799-13.8% | $6,426-8.7% | $5,609+4.5% |
| Admin fee / account holder | $401 | $10,917-96.3% | $9,284-95.7% | $10,829-96.3% |