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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 | $144,945 | $168,635-14.0% | $147,617-1.8% | $125,389+15.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.09% | 77.65%-77.7pp | 61.98%-62.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $5,281 | $6,252-15.5% | $5,564-5.1% | $4,866+8.5% |
| Participant deferral / active EE | $5,845 | $5,507+6.1% | $4,895+19.4% | $5,352+9.2% |
| Admin fee / account holder | $792 | $13,580-94.2% | $11,612-93.2% | $9,541-91.7% |