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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 | $228,694 | $168,635+35.6% | $147,617+54.9% | $125,389+82.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.50% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $5,471 | $6,252-12.5% | $5,564-1.7% | $4,866+12.4% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $8,641 | $13,580-36.4% | $11,612-25.6% | $9,541-9.4% |