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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 | $65,230 | $168,635-61.3% | $147,617-55.8% | $125,389-48.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.52% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $6,560 | $6,252+4.9% | $5,564+17.9% | $4,866+34.8% |
| Participant deferral / active EE | $5,292 | $5,507-3.9% | $4,895+8.1% | $5,352-1.1% |
| Admin fee / account holder | $601 | $13,580-95.6% | $11,612-94.8% | $9,541-93.7% |