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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 | $37,733 | $168,635-77.6% | $147,617-74.4% | $125,389-69.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,344 | $6,252-78.5% | $5,564-75.8% | $4,866-72.4% |
| Participant deferral / active EE | $3,404 | $5,507-38.2% | $4,895-30.5% | $5,352-36.4% |
| Admin fee / account holder | $1,237 | $13,580-90.9% | $11,612-89.3% | $9,541-87.0% |