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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 | $140,336 | $197,819-29.1% | $155,789-9.9% | $125,389+11.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.37% | 86.73%-88.1pp | 71.54%-72.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,413 | $4,850-70.9% | $3,839-63.2% | $4,866-71.0% |
| Participant deferral / active EE | $5,190 | $5,631-7.8% | $4,798+8.2% | $5,352-3.0% |
| Admin fee / account holder | $391 | $9,544-95.9% | $7,477-94.8% | $9,541-95.9% |