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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 | $151,025 | $168,636-10.4% | $147,617+2.3% | $125,393+20.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $7,066 | $6,252+13.0% | $5,565+27.0% | $4,866+45.2% |
| Participant deferral / active EE | $6,406 | $5,507+16.3% | $4,895+30.9% | $5,351+19.7% |
| Admin fee / account holder | $1,185 | $13,580-91.3% | $11,611-89.8% | $9,541-87.6% |