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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 | $102,396 | $168,635-39.3% | $147,617-30.6% | $125,389-18.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.19% | 77.65%-78.8pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $5,095 | $6,252-18.5% | $5,564-8.4% | $4,866+4.7% |
| Participant deferral / active EE | $5,091 | $5,507-7.6% | $4,895+4.0% | $5,352-4.9% |
| Admin fee / account holder | $6,419 | $13,580-52.7% | $11,612-44.7% | $9,541-32.7% |