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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 | $212,077 | $168,635+25.8% | $147,617+43.7% | $125,389+69.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $12,718 | $6,252+103.4% | $5,564+128.6% | $4,866+161.4% |
| Participant deferral / active EE | $8,033 | $5,507+45.9% | $4,895+64.1% | $5,352+50.1% |
| Admin fee / account holder | $4,551 | $13,580-66.5% | $11,612-60.8% | $9,541-52.3% |