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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 | $126,572 | $168,635-24.9% | $147,617-14.3% | $125,389+0.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.18% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $9,761 | $6,252+56.1% | $5,564+75.4% | $4,866+100.6% |
| Participant deferral / active EE | $8,316 | $5,507+51.0% | $4,895+69.9% | $5,352+55.4% |
| Admin fee / account holder | $1,674 | $13,580-87.7% | $11,612-85.6% | $9,541-82.5% |