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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 | $202,988 | $168,635+20.4% | $147,617+37.5% | $125,389+61.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.73% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,636 | $6,252-57.8% | $5,564-52.6% | $4,866-45.8% |
| Participant deferral / active EE | $8,988 | $5,507+63.2% | $4,895+83.6% | $5,352+67.9% |
| Admin fee / account holder | $2,012 | $13,580-85.2% | $11,612-82.7% | $9,541-78.9% |