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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 | $173,886 | $168,636+3.1% | $147,617+17.8% | $125,393+38.7% |
| 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 | 282.23%-283.0pp |
| Employer contribution / active EE | $7,903 | $6,252+26.4% | $5,565+42.0% | $4,866+62.4% |
| Participant deferral / active EE | $6,685 | $5,507+21.4% | $4,895+36.6% | $5,351+24.9% |
| Admin fee / account holder | $26,600 | $13,580+95.9% | $11,611+129.1% | $9,541+178.8% |