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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 | $48,614 | $168,635-71.2% | $147,617-67.1% | $125,389-61.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.96% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,925 | $6,252-37.2% | $5,564-29.5% | $4,866-19.3% |
| Participant deferral / active EE | $7,842 | $5,507+42.4% | $4,895+60.2% | $5,352+46.5% |
| Admin fee / account holder | $1,384 | $13,580-89.8% | $11,612-88.1% | $9,541-85.5% |