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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 | $33,729 | $168,635-80.0% | $147,617-77.2% | $125,389-73.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.50% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,742 | $6,252-72.1% | $5,564-68.7% | $4,866-64.2% |
| Participant deferral / active EE | $2,694 | $5,507-51.1% | $4,895-45.0% | $5,352-49.7% |
| Admin fee / account holder | $543 | $13,580-96.0% | $11,612-95.3% | $9,541-94.3% |