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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 | $140,953 | $197,819-28.7% | $155,789-9.5% | $125,388+12.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.38% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,426 | $4,850-8.8% | $3,839+15.3% | $4,866-9.0% |
| Participant deferral / active EE | $6,589 | $5,631+17.0% | $4,798+37.3% | $5,352+23.1% |
| Admin fee / account holder | $2,264 | $9,544-76.3% | $7,477-69.7% | $9,541-76.3% |