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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 | $100,742 | $168,635-40.3% | $147,617-31.8% | $125,389-19.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.11% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,060 | $6,252-51.1% | $5,564-45.0% | $4,866-37.1% |
| Participant deferral / active EE | $10,883 | $5,507+97.6% | $4,895+122.3% | $5,352+103.4% |
| Admin fee / account holder | $677 | $13,580-95.0% | $11,612-94.2% | $9,541-92.9% |