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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 | $34,862 | $168,635-79.3% | $147,617-76.4% | $125,389-72.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.01% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,915 | $6,252-53.4% | $5,564-47.6% | $4,866-40.1% |
| Participant deferral / active EE | $7,737 | $5,507+40.5% | $4,895+58.1% | $5,352+44.6% |
| Admin fee / account holder | $476 | $13,580-96.5% | $11,612-95.9% | $9,541-95.0% |