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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 | $62,805 | $138,072-54.5% | $123,549-49.2% | $135,382-53.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.77% | 153.69%-156.5pp | 119.20%-122.0pp | 519.77%-522.5pp |
| Employer contribution / active EE | $5,450 | $5,152+5.8% | $4,628+17.8% | $4,779+14.1% |
| Participant deferral / active EE | $6,954 | $6,799+2.3% | $6,426+8.2% | $5,609+24.0% |
| Admin fee / account holder | $1,027 | $10,917-90.6% | $9,284-88.9% | $10,829-90.5% |