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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 | $165,072 | $168,635-2.1% | $147,617+11.8% | $125,389+31.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.61% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,823 | $6,252-54.9% | $5,564-49.3% | $4,866-42.0% |
| Participant deferral / active EE | $6,194 | $5,507+12.5% | $4,895+26.5% | $5,352+15.8% |
| Admin fee / account holder | $8,115 | $13,580-40.2% | $11,612-30.1% | $9,541-14.9% |