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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 | $192,973 | $168,635+14.4% | $147,617+30.7% | $125,389+53.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.19% | 77.65%-78.8pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $7,653 | $6,252+22.4% | $5,564+37.5% | $4,866+57.3% |
| Participant deferral / active EE | $8,897 | $5,507+61.6% | $4,895+81.8% | $5,352+66.3% |
| Admin fee / account holder | $4,831 | $13,580-64.4% | $11,612-58.4% | $9,541-49.4% |