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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 | $163,107 | $168,636-3.3% | $147,618+10.5% | $125,388+30.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,946 | $6,252-52.9% | $5,565-47.1% | $4,866-39.5% |
| Participant deferral / active EE | $7,617 | $5,507+38.3% | $4,895+55.6% | $5,352+42.3% |
| Admin fee / account holder | $8,948 | $13,580-34.1% | $11,612-22.9% | $9,541-6.2% |