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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 | $79,314 | $168,635-53.0% | $147,617-46.3% | $125,389-36.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.52% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $8,347 | $6,252+33.5% | $5,564+50.0% | $4,866+71.5% |
| Participant deferral / active EE | $4,957 | $5,507-10.0% | $4,895+1.3% | $5,352-7.4% |
| Admin fee / account holder | $849 | $13,580-93.7% | $11,612-92.7% | $9,541-91.1% |