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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 | $50,500 | $168,636-70.1% | $147,618-65.8% | $125,388-59.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.72% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $6,381 | $6,252+2.1% | $5,565+14.7% | $4,866+31.1% |
| Participant deferral / active EE | $3,844 | $5,507-30.2% | $4,895-21.5% | $5,352-28.2% |
| Admin fee / account holder | $430 | $13,580-96.8% | $11,612-96.3% | $9,541-95.5% |