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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 | $34,297 | $168,635-79.7% | $147,617-76.8% | $125,389-72.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.54% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,925 | $6,252-69.2% | $5,564-65.4% | $4,866-60.4% |
| Participant deferral / active EE | $2,463 | $5,507-55.3% | $4,895-49.7% | $5,352-54.0% |
| Admin fee / account holder | $1,034 | $13,580-92.4% | $11,612-91.1% | $9,541-89.2% |