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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 | $144,719 | $168,636-14.2% | $147,618-2.0% | $125,388+15.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.97% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $9,505 | $6,252+52.0% | $5,565+70.8% | $4,866+95.3% |
| Participant deferral / active EE | $7,346 | $5,507+33.4% | $4,895+50.1% | $5,352+37.3% |
| Admin fee / account holder | $27,467 | $13,580+102.3% | $11,612+136.5% | $9,541+187.9% |