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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 | $181,702 | $180,459+0.7% | $154,108+17.9% | $135,380+34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,548 | $6,035-57.8% | $5,298-51.9% | $4,779-46.7% |
| Participant deferral / active EE | $8,438 | $5,806+45.3% | $5,081+66.1% | $5,609+50.4% |
| Admin fee / account holder | $5,620 | $16,145-65.2% | $13,411-58.1% | $10,828-48.1% |