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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 | $219,988 | $180,459+21.9% | $154,108+42.7% | $135,380+62.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.25% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,399 | $6,035-43.7% | $5,298-35.8% | $4,779-28.9% |
| Participant deferral / active EE | $3,594 | $5,806-38.1% | $5,081-29.3% | $5,609-35.9% |
| Admin fee / account holder | $13,532 | $16,145-16.2% | $13,411+0.9% | $10,828+25.0% |