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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 | $174,898 | $168,635+3.7% | $147,617+18.5% | $125,389+39.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.49% | 77.65%-81.1pp | 61.98%-65.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $7,560 | $6,252+20.9% | $5,564+35.9% | $4,866+55.4% |
| Participant deferral / active EE | $9,038 | $5,507+64.1% | $4,895+84.6% | $5,352+68.9% |
| Admin fee / account holder | $2,983 | $13,580-78.0% | $11,612-74.3% | $9,541-68.7% |