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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 | $37,167 | $168,635-78.0% | $147,617-74.8% | $125,389-70.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.92% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $5,389 | $6,252-13.8% | $5,564-3.1% | $4,866+10.8% |
| Participant deferral / active EE | $4,868 | $5,507-11.6% | $4,895-0.6% | $5,352-9.0% |
| Admin fee / account holder | $13,418 | $13,580-1.2% | $11,612+15.6% | $9,541+40.6% |