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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 | $124,046 | $112,121+10.6% | $95,960+29.3% | $158,966-22.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.37% | 171.16%-162.8pp | 91.63%-83.3pp | 302.95%-294.6pp |
| Employer contribution / active EE | $5,647 | $3,199+76.5% | $2,541+122.2% | $4,762+18.6% |
| Participant deferral / active EE | $3,566 | $4,784-25.5% | $4,167-14.4% | $5,983-40.4% |
| Admin fee / account holder | $9,978 | $10,135-1.6% | $6,797+46.8% | $11,250-11.3% |