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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 | $159,591 | $168,635-5.4% | $147,617+8.1% | $125,389+27.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.87% | 77.65%-78.5pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,225 | $6,252+15.6% | $5,564+29.9% | $4,866+48.5% |
| Participant deferral / active EE | $7,410 | $5,507+34.6% | $4,895+51.4% | $5,352+38.5% |
| Admin fee / account holder | $1,592 | $13,580-88.3% | $11,612-86.3% | $9,541-83.3% |