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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 | $174,236 | $168,635+3.3% | $147,617+18.0% | $125,389+39.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.42% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,342 | $6,252-78.5% | $5,564-75.9% | $4,866-72.4% |
| Participant deferral / active EE | $7,766 | $5,507+41.0% | $4,895+58.6% | $5,352+45.1% |
| Admin fee / account holder | $4,652 | $13,580-65.7% | $11,612-59.9% | $9,541-51.2% |