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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 | $240,862 | $168,636+42.8% | $147,618+63.2% | $125,388+92.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.51% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $10,124 | $6,252+61.9% | $5,565+81.9% | $4,866+108.1% |
| Participant deferral / active EE | $3,771 | $5,507-31.5% | $4,895-23.0% | $5,352-29.5% |
| Admin fee / account holder | $4,546 | $13,580-66.5% | $11,612-60.8% | $9,541-52.4% |