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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 | $76,215 | $168,635-54.8% | $147,617-48.4% | $125,389-39.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.40% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,012 | $6,252-67.8% | $5,564-63.8% | $4,866-58.6% |
| Participant deferral / active EE | $5,164 | $5,507-6.2% | $4,895+5.5% | $5,352-3.5% |
| Admin fee / account holder | $835 | $13,580-93.8% | $11,612-92.8% | $9,541-91.2% |