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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 | $72,223 | $168,635-57.2% | $147,617-51.1% | $125,389-42.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.83% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $4,632 | $6,252-25.9% | $5,564-16.8% | $4,866-4.8% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $847 | $13,580-93.8% | $11,612-92.7% | $9,541-91.1% |