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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 | $197,122 | $168,635+16.9% | $147,617+33.5% | $125,389+57.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.07% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $8,984 | $6,252+43.7% | $5,564+61.5% | $4,866+84.6% |
| Participant deferral / active EE | $5,962 | $5,507+8.3% | $4,895+21.8% | $5,352+11.4% |
| Admin fee / account holder | $3,007 | $13,580-77.9% | $11,612-74.1% | $9,541-68.5% |