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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 | $131,480 | $168,635-22.0% | $147,617-10.9% | $125,389+4.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.70% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,065 | $6,252-35.0% | $5,564-27.0% | $4,866-16.5% |
| Participant deferral / active EE | $5,692 | $5,507+3.4% | $4,895+16.3% | $5,352+6.4% |
| Admin fee / account holder | $18,641 | $13,580+37.3% | $11,612+60.5% | $9,541+95.4% |