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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 | $36,643 | $168,635-78.3% | $147,617-75.2% | $125,389-70.8% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.06% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $5,913 | $6,252-5.4% | $5,564+6.3% | $4,866+21.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,354 | $13,580+20.4% | $11,612+40.8% | $9,541+71.4% |