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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 | $36,906 | $168,636-78.1% | $147,617-75.0% | $125,393-70.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.75% | 77.65%-80.4pp | 61.98%-64.7pp | 282.23%-285.0pp |
| Employer contribution / active EE | $6,629 | $6,252+6.0% | $5,565+19.1% | $4,866+36.2% |
| Participant deferral / active EE | $3,112 | $5,507-43.5% | $4,895-36.4% | $5,351-41.8% |
| Admin fee / account holder | $1,168 | $13,580-91.4% | $11,611-89.9% | $9,541-87.8% |