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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 | $95,621 | $168,635-43.3% | $147,617-35.2% | $125,389-23.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.87% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $7,791 | $6,252+24.6% | $5,564+40.0% | $4,866+60.1% |
| Participant deferral / active EE | $6,917 | $5,507+25.6% | $4,895+41.3% | $5,352+29.2% |
| Admin fee / account holder | $866 | $13,580-93.6% | $11,612-92.5% | $9,541-90.9% |