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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 | $72,744 | $168,635-56.9% | $147,617-50.7% | $125,389-42.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,347 | $6,252-14.5% | $5,564-3.9% | $4,866+9.9% |
| Participant deferral / active EE | $4,641 | $5,507-15.7% | $4,895-5.2% | $5,352-13.3% |
| Admin fee / account holder | $23,625 | $13,580+74.0% | $11,612+103.5% | $9,541+147.6% |