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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 | $188,629 | $168,636+11.9% | $147,618+27.8% | $125,388+50.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.24% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,032 | $6,252-67.5% | $5,565-63.5% | $4,866-58.2% |
| Participant deferral / active EE | $5,476 | $5,507-0.6% | $4,895+11.9% | $5,352+2.3% |
| Admin fee / account holder | $2,104 | $13,580-84.5% | $11,612-81.9% | $9,541-78.0% |