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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 | $162,127 | $168,635-3.9% | $147,617+9.8% | $125,389+29.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.52% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,706 | $6,252-40.7% | $5,564-33.4% | $4,866-23.8% |
| Participant deferral / active EE | $4,845 | $5,507-12.0% | $4,895-1.0% | $5,352-9.5% |
| Admin fee / account holder | $9,438 | $13,580-30.5% | $11,612-18.7% | $9,541-1.1% |