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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 | $163,394 | $168,635-3.1% | $147,617+10.7% | $125,389+30.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.04% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $9,527 | $6,252+52.4% | $5,564+71.2% | $4,866+95.8% |
| Participant deferral / active EE | $8,136 | $5,507+47.7% | $4,895+66.2% | $5,352+52.0% |
| Admin fee / account holder | $15,157 | $13,580+11.6% | $11,612+30.5% | $9,541+58.9% |