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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 | $127,897 | $183,539-30.3% | $155,556-17.8% | $145,897-12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,777 | $5,315+65.1% | $4,675+87.7% | $4,663+88.2% |
| Participant deferral / active EE | $6,689 | $6,467+3.4% | $5,631+18.8% | $6,6890% |
| Admin fee / account holder | $30,949 | $19,275+60.6% | $15,885+94.8% | $13,390+131.1% |