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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 | $110,836 | $168,635-34.3% | $147,617-24.9% | $125,389-11.6% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -1.52% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $14,132 | $6,252+126.0% | $5,564+154.0% | $4,866+190.4% |
| Participant deferral / active EE | $4,194 | $5,507-23.8% | $4,895-14.3% | $5,352-21.6% |
| Admin fee / account holder | $826 | $13,580-93.9% | $11,612-92.9% | $9,541-91.3% |