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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 | $224,907 | $168,635+33.4% | $147,617+52.4% | $125,389+79.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.17% | 77.65%-77.8pp | 61.98%-62.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $5,556 | $6,252-11.1% | $5,564-0.2% | $4,866+14.2% |
| Participant deferral / active EE | $7,881 | $5,507+43.1% | $4,895+61.0% | $5,352+47.3% |
| Admin fee / account holder | $1,638 | $13,580-87.9% | $11,612-85.9% | $9,541-82.8% |