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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 | $162,252 | $168,635-3.8% | $147,617+9.9% | $125,389+29.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.67% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $12,631 | $6,252+102.0% | $5,564+127.0% | $4,866+159.6% |
| Participant deferral / active EE | $9,386 | $5,507+70.4% | $4,895+91.7% | $5,352+75.4% |
| Admin fee / account holder | $1,573 | $13,580-88.4% | $11,612-86.5% | $9,541-83.5% |