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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 | $186,664 | $168,635+10.7% | $147,617+26.5% | $125,389+48.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.57% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,790 | $6,252-23.4% | $5,564-13.9% | $4,866-1.6% |
| Participant deferral / active EE | $4,523 | $5,507-17.9% | $4,895-7.6% | $5,352-15.5% |
| Admin fee / account holder | $2,244 | $13,580-83.5% | $11,612-80.7% | $9,541-76.5% |