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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 | $145,195 | $168,635-13.9% | $147,617-1.6% | $125,389+15.8% |
| Participation rate | 94.4% | 88.8%+5.7pp | 84.6%+9.8pp | 83.2%+11.3pp |
| Annual return | -0.15% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $21,659 | $6,252+246.4% | $5,564+289.2% | $4,866+345.1% |
| Participant deferral / active EE | $13,033 | $5,507+136.7% | $4,895+166.2% | $5,352+143.5% |
| Admin fee / account holder | $66,039 | $13,580+386.3% | $11,612+468.7% | $9,541+592.2% |