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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 | $203,963 | $197,819+3.1% | $155,789+30.9% | $125,389+62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.49% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $16,591 | $4,850+242.1% | $3,839+332.2% | $4,866+241.0% |
| Participant deferral / active EE | $6,725 | $5,631+19.4% | $4,798+40.2% | $5,352+25.7% |
| Admin fee / account holder | $3,960 | $9,544-58.5% | $7,477-47.0% | $9,541-58.5% |