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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 | $45,342 | $168,635-73.1% | $147,617-69.3% | $125,389-63.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.41% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,513 | $6,252-43.8% | $5,564-36.9% | $4,866-27.8% |
| Participant deferral / active EE | $3,709 | $5,507-32.6% | $4,895-24.2% | $5,352-30.7% |
| Admin fee / account holder | $3,910 | $13,580-71.2% | $11,612-66.3% | $9,541-59.0% |