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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 | $184,270 | $168,635+9.3% | $147,617+24.8% | $125,389+47.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $15,626 | $6,252+149.9% | $5,564+180.8% | $4,866+221.1% |
| Participant deferral / active EE | $10,930 | $5,507+98.5% | $4,895+123.3% | $5,352+104.2% |
| Admin fee / account holder | $5,703 | $13,580-58.0% | $11,612-50.9% | $9,541-40.2% |