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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 | $190,064 | $168,635+12.7% | $147,617+28.8% | $125,389+51.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.48% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $10,724 | $6,252+71.5% | $5,564+92.7% | $4,866+120.4% |
| Participant deferral / active EE | $7,999 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $8,691 | $13,580-36.0% | $11,612-25.1% | $9,541-8.9% |