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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 | $176,888 | $168,635+4.9% | $147,617+19.8% | $125,389+41.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.22% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $14,075 | $6,252+125.1% | $5,564+153.0% | $4,866+189.3% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $1,911 | $13,580-85.9% | $11,612-83.5% | $9,541-80.0% |