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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 | $237,177 | $168,635+40.6% | $147,617+60.7% | $125,389+89.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $6,594 | $6,252+5.5% | $5,564+18.5% | $4,866+35.5% |
| Participant deferral / active EE | $3,391 | $5,507-38.4% | $4,895-30.7% | $5,352-36.6% |
| Admin fee / account holder | $7,487 | $13,580-44.9% | $11,612-35.5% | $9,541-21.5% |