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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 | $138,207 | $168,635-18.0% | $147,617-6.4% | $125,389+10.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $6,107 | $6,252-2.3% | $5,564+9.7% | $4,866+25.5% |
| Participant deferral / active EE | $9,433 | $5,507+71.3% | $4,895+92.7% | $5,352+76.3% |
| Admin fee / account holder | $2,445 | $13,580-82.0% | $11,612-78.9% | $9,541-74.4% |