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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 | $72,917 | $168,635-56.8% | $147,617-50.6% | $125,389-41.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,321 | $6,252-46.9% | $5,564-40.3% | $4,866-31.8% |
| Participant deferral / active EE | $6,510 | $5,507+18.2% | $4,895+33.0% | $5,352+21.6% |
| Admin fee / account holder | $2,042 | $13,580-85.0% | $11,612-82.4% | $9,541-78.6% |