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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 | $162,887 | $168,635-3.4% | $147,617+10.3% | $125,389+29.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $16,065 | $6,252+156.9% | $5,564+188.7% | $4,866+230.1% |
| Participant deferral / active EE | $6,762 | $5,507+22.8% | $4,895+38.1% | $5,352+26.4% |
| Admin fee / account holder | $3,191 | $13,580-76.5% | $11,612-72.5% | $9,541-66.6% |