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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 | $191,594 | $168,635+13.6% | $147,617+29.8% | $125,389+52.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.56% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $17,344 | $6,252+177.4% | $5,564+211.7% | $4,866+256.4% |
| Participant deferral / active EE | $15,850 | $5,507+187.8% | $4,895+223.8% | $5,352+196.2% |
| Admin fee / account holder | $2,294 | $13,580-83.1% | $11,612-80.2% | $9,541-76.0% |