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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 | $44,616 | $168,635-73.5% | $147,617-69.8% | $125,389-64.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.83% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,663 | $6,252+22.6% | $5,564+37.7% | $4,866+57.5% |
| Participant deferral / active EE | $2,179 | $5,507-60.4% | $4,895-55.5% | $5,352-59.3% |
| Admin fee / account holder | $82,766 | $13,580+509.4% | $11,612+612.8% | $9,541+767.5% |