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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 | $228,387 | $168,635+35.4% | $147,617+54.7% | $125,389+82.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $5,744 | $6,252-8.1% | $5,564+3.2% | $4,866+18.0% |
| Participant deferral / active EE | $7,605 | $5,507+38.1% | $4,895+55.3% | $5,352+42.1% |
| Admin fee / account holder | $6,027 | $13,580-55.6% | $11,612-48.1% | $9,541-36.8% |