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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 | $244,126 | $197,819+23.4% | $155,789+56.7% | $125,389+94.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.89% | 86.73%-87.6pp | 71.54%-72.4pp | 282.24%-283.1pp |
| Employer contribution / active EE | $6,365 | $4,850+31.2% | $3,839+65.8% | $4,866+30.8% |
| Participant deferral / active EE | $5,286 | $5,631-6.1% | $4,798+10.2% | $5,352-1.2% |
| Admin fee / account holder | $11,950 | $9,544+25.2% | $7,477+59.8% | $9,541+25.3% |