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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 | $169,084 | $168,635+0.3% | $147,617+14.5% | $125,389+34.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.66% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $4,914 | $6,252-21.4% | $5,564-11.7% | $4,866+1.0% |
| Participant deferral / active EE | $5,309 | $5,507-3.6% | $4,895+8.4% | $5,352-0.8% |
| Admin fee / account holder | $6,116 | $13,580-55.0% | $11,612-47.3% | $9,541-35.9% |