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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 | $177,672 | $168,635+5.4% | $147,617+20.4% | $125,389+41.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.38% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $5,725 | $6,252-8.4% | $5,564+2.9% | $4,866+17.7% |
| Participant deferral / active EE | $7,470 | $5,507+35.6% | $4,895+52.6% | $5,352+39.6% |
| Admin fee / account holder | $127,915 | $13,580+841.9% | $11,612+1001.6% | $9,541+1240.7% |