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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 | $82,266 | $168,635-51.2% | $147,617-44.3% | $125,389-34.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.54% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,149 | $6,252+30.3% | $5,564+46.4% | $4,866+67.5% |
| Participant deferral / active EE | $4,890 | $5,507-11.2% | $4,895-0.1% | $5,352-8.6% |
| Admin fee / account holder | $1,671 | $13,580-87.7% | $11,612-85.6% | $9,541-82.5% |