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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 | $98,693 | $168,635-41.5% | $147,617-33.1% | $125,389-21.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.80% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $5,996 | $6,252-4.1% | $5,564+7.8% | $4,866+23.2% |
| Participant deferral / active EE | $5,270 | $5,507-4.3% | $4,895+7.6% | $5,352-1.5% |
| Admin fee / account holder | $1,132 | $13,580-91.7% | $11,612-90.3% | $9,541-88.1% |