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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 | $194,178 | $168,635+15.1% | $147,617+31.5% | $125,389+54.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.25% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $14,725 | $6,252+135.5% | $5,564+164.6% | $4,866+202.6% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $1,560 | $13,580-88.5% | $11,612-86.6% | $9,541-83.6% |