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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 | $75,450 | $197,819-61.9% | $155,789-51.6% | $125,389-39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.25% | 86.73%-88.0pp | 71.54%-72.8pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,677 | $4,850-24.2% | $3,839-4.2% | $4,866-24.4% |
| Participant deferral / active EE | $5,385 | $5,631-4.4% | $4,798+12.2% | $5,352+0.6% |
| Admin fee / account holder | $1,317 | $9,544-86.2% | $7,477-82.4% | $9,541-86.2% |