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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 | $78,106 | $168,635-53.7% | $147,617-47.1% | $125,389-37.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.14% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,434 | $6,252-77.1% | $5,564-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $3,982 | $5,507-27.7% | $4,895-18.7% | $5,352-25.6% |
| Admin fee / account holder | $22,407 | $13,580+65.0% | $11,612+93.0% | $9,541+134.9% |