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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 | $74,308 | $168,636-55.9% | $147,618-49.7% | $125,388-40.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $6,963 | $6,252+11.4% | $5,565+25.1% | $4,866+43.1% |
| Participant deferral / active EE | $6,217 | $5,507+12.9% | $4,895+27.0% | $5,352+16.2% |
| Admin fee / account holder | $1,532 | $13,580-88.7% | $11,612-86.8% | $9,541-83.9% |