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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 | $129,848 | $168,635-23.0% | $147,617-12.0% | $125,389+3.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $6,417 | $6,252+2.6% | $5,564+15.3% | $4,866+31.9% |
| Participant deferral / active EE | $9,551 | $5,507+73.4% | $4,895+95.1% | $5,352+78.5% |
| Admin fee / account holder | $22,176 | $13,580+63.3% | $11,612+91.0% | $9,541+132.4% |