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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 | $152,381 | $168,636-9.6% | $147,618+3.2% | $125,388+21.5% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $12,334 | $6,252+97.3% | $5,565+121.7% | $4,866+153.5% |
| Participant deferral / active EE | $5,716 | $5,507+3.8% | $4,895+16.8% | $5,352+6.8% |
| Admin fee / account holder | $1,180 | $13,580-91.3% | $11,612-89.8% | $9,541-87.6% |