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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 | $189,167 | $168,635+12.2% | $147,617+28.1% | $125,389+50.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.11% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,045 | $6,252-3.3% | $5,564+8.6% | $4,866+24.2% |
| Participant deferral / active EE | $3,520 | $5,507-36.1% | $4,895-28.1% | $5,352-34.2% |
| Admin fee / account holder | $104,899 | $13,580+672.4% | $11,612+803.4% | $9,541+999.5% |