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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 | $85,470 | $108,897-21.5% | $100,378-14.9% | $145,877-41.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.30% | 58.17%-34.9pp | 49.41%-26.1pp | 551.28%-528.0pp |
| Employer contribution / active EE | $5,483 | $4,420+24.1% | $3,942+39.1% | $4,663+17.6% |
| Participant deferral / active EE | $6,603 | $8,455-21.9% | $8,087-18.4% | $6,691-1.3% |
| Admin fee / account holder | $10,167 | $9,690+4.9% | $7,899+28.7% | $13,402-24.1% |