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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 | $116,733 | $197,819-41.0% | $155,789-25.1% | $125,389-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.41% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $4,786 | $4,850-1.3% | $3,839+24.7% | $4,866-1.7% |
| Participant deferral / active EE | $7,603 | $5,631+35.0% | $4,798+58.5% | $5,352+42.1% |
| Admin fee / account holder | $3,482 | $9,544-63.5% | $7,477-53.4% | $9,541-63.5% |