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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 | $243,159 | $168,635+44.2% | $147,617+64.7% | $125,389+93.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.88% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $7,101 | $6,252+13.6% | $5,564+27.6% | $4,866+45.9% |
| Participant deferral / active EE | $7,003 | $5,507+27.2% | $4,895+43.1% | $5,352+30.9% |
| Admin fee / account holder | $848 | $13,580-93.8% | $11,612-92.7% | $9,541-91.1% |