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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 | $124,400 | $168,635-26.2% | $147,617-15.7% | $125,389-0.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.96% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,734 | $6,252-72.3% | $5,564-68.8% | $4,866-64.4% |
| Participant deferral / active EE | $5,720 | $5,507+3.9% | $4,895+16.8% | $5,352+6.9% |
| Admin fee / account holder | $2,498 | $13,580-81.6% | $11,612-78.5% | $9,541-73.8% |