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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 | $168,885 | $168,636+0.1% | $147,617+14.4% | $125,393+34.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.25% | 77.65%-79.9pp | 61.98%-64.2pp | 282.23%-284.5pp |
| Employer contribution / active EE | $2,319 | $6,252-62.9% | $5,565-58.3% | $4,866-52.3% |
| Participant deferral / active EE | $5,284 | $5,507-4.1% | $4,895+7.9% | $5,351-1.3% |
| Admin fee / account holder | $5,977 | $13,580-56.0% | $11,611-48.5% | $9,541-37.4% |