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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 | $67,846 | $168,635-59.8% | $147,617-54.0% | $125,389-45.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.07% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,830 | $6,252-70.7% | $5,564-67.1% | $4,866-62.4% |
| Participant deferral / active EE | $4,035 | $5,507-26.7% | $4,895-17.6% | $5,352-24.6% |
| Admin fee / account holder | $648 | $13,580-95.2% | $11,612-94.4% | $9,541-93.2% |