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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 | $186,827 | $168,636+10.8% | $147,618+26.6% | $125,388+49.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.26% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $8,000 | $6,252+28.0% | $5,565+43.8% | $4,866+64.4% |
| Participant deferral / active EE | $3,501 | $5,507-36.4% | $4,895-28.5% | $5,352-34.6% |
| Admin fee / account holder | $1,038 | $13,580-92.4% | $11,612-91.1% | $9,541-89.1% |