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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 | $207,807 | $168,635+23.2% | $147,617+40.8% | $125,389+65.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.23% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,474 | $6,252+3.6% | $5,564+16.4% | $4,866+33.0% |
| Participant deferral / active EE | $4,113 | $5,507-25.3% | $4,895-16.0% | $5,352-23.1% |
| Admin fee / account holder | $6,273 | $13,580-53.8% | $11,612-46.0% | $9,541-34.2% |