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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 | $59,376 | $168,636-64.8% | $147,617-59.8% | $125,393-52.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.54% | 77.65%-79.2pp | 61.98%-63.5pp | 282.23%-283.8pp |
| Employer contribution / active EE | $4,541 | $6,252-27.4% | $5,565-18.4% | $4,866-6.7% |
| Participant deferral / active EE | $6,979 | $5,507+26.7% | $4,895+42.6% | $5,351+30.4% |
| Admin fee / account holder | $7,591 | $13,580-44.1% | $11,611-34.6% | $9,541-20.4% |