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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 | $138,285 | $168,635-18.0% | $147,617-6.3% | $125,389+10.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $9,447 | $6,252+51.1% | $5,564+69.8% | $4,866+94.1% |
| Participant deferral / active EE | $6,027 | $5,507+9.4% | $4,895+23.1% | $5,352+12.6% |
| Admin fee / account holder | $22,199 | $13,580+63.5% | $11,612+91.2% | $9,541+132.7% |