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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 | $58,743 | $197,819-70.3% | $155,789-62.3% | $125,389-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.23% | 86.73%-88.0pp | 71.54%-72.8pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,183 | $4,850-55.0% | $3,839-43.1% | $4,866-55.1% |
| Participant deferral / active EE | $5,785 | $5,631+2.7% | $4,798+20.6% | $5,352+8.1% |
| Admin fee / account holder | $1,136 | $9,544-88.1% | $7,477-84.8% | $9,541-88.1% |