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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 | $20,070 | $197,819-89.9% | $155,789-87.1% | $125,393-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.45% | 86.73%-88.2pp | 71.54%-73.0pp | 282.23%-283.7pp |
| Employer contribution / active EE | $4,863 | $4,850+0.3% | $3,839+26.7% | $4,866-0.1% |
| Participant deferral / active EE | $7,796 | $5,631+38.4% | $4,798+62.5% | $5,351+45.7% |
| Admin fee / account holder | $2,182 | $9,544-77.1% | $7,477-70.8% | $9,541-77.1% |