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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 | $128,715 | $168,635-23.7% | $147,617-12.8% | $125,389+2.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.07% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,260 | $6,252+32.1% | $5,564+48.4% | $4,866+69.7% |
| Participant deferral / active EE | $4,630 | $5,507-15.9% | $4,895-5.4% | $5,352-13.5% |
| Admin fee / account holder | $8,546 | $13,580-37.1% | $11,612-26.4% | $9,541-10.4% |