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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 | $86,796 | $168,635-48.5% | $147,617-41.2% | $125,389-30.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.36% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,784 | $6,252-55.5% | $5,564-50.0% | $4,866-42.8% |
| Participant deferral / active EE | $3,749 | $5,507-31.9% | $4,895-23.4% | $5,352-30.0% |
| Admin fee / account holder | $3,020 | $13,580-77.8% | $11,612-74.0% | $9,541-68.4% |