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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 | $117,245 | $168,635-30.5% | $147,617-20.6% | $125,389-6.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.87% | 77.65%-78.5pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $5,185 | $6,252-17.1% | $5,564-6.8% | $4,866+6.6% |
| Participant deferral / active EE | $4,375 | $5,507-20.5% | $4,895-10.6% | $5,352-18.2% |
| Admin fee / account holder | $1,772 | $13,580-87.0% | $11,612-84.7% | $9,541-81.4% |