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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 | $203,788 | $168,635+20.8% | $147,617+38.1% | $125,389+62.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.56% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $7,163 | $6,252+14.6% | $5,564+28.7% | $4,866+47.2% |
| Participant deferral / active EE | $7,574 | $5,507+37.5% | $4,895+54.7% | $5,352+41.5% |
| Admin fee / account holder | $1,211 | $13,580-91.1% | $11,612-89.6% | $9,541-87.3% |