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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 | $62,329 | $168,635-63.0% | $147,617-57.8% | $125,389-50.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,269 | $6,252+48.2% | $5,564+66.6% | $4,866+90.5% |
| Participant deferral / active EE | $5,820 | $5,507+5.7% | $4,895+18.9% | $5,352+8.7% |
| Admin fee / account holder | $963 | $13,580-92.9% | $11,612-91.7% | $9,541-89.9% |