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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 | $180,993 | $168,635+7.3% | $147,617+22.6% | $125,389+44.3% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -1.12% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,430 | $6,252-61.1% | $5,564-56.3% | $4,866-50.1% |
| Participant deferral / active EE | $7,282 | $5,507+32.2% | $4,895+48.8% | $5,352+36.1% |
| Admin fee / account holder | $852 | $13,580-93.7% | $11,612-92.7% | $9,541-91.1% |