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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 | $149,269 | $168,635-11.5% | $147,617+1.1% | $125,389+19.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.94% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $10,800 | $6,252+72.7% | $5,564+94.1% | $4,866+121.9% |
| Participant deferral / active EE | $5,781 | $5,507+5.0% | $4,895+18.1% | $5,352+8.0% |
| Admin fee / account holder | $1,884 | $13,580-86.1% | $11,612-83.8% | $9,541-80.3% |