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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 | $106,314 | $102,638+3.6% | $81,982+29.7% | $158,982-33.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.57% | 61.05%-52.5pp | 41.31%-32.7pp | 302.99%-294.4pp |
| Employer contribution / active EE | $6,147 | $3,241+89.7% | $2,498+146.0% | $4,763+29.1% |
| Participant deferral / active EE | $4,407 | $4,649-5.2% | $3,722+18.4% | $5,983-26.4% |
| Admin fee / account holder | $1,506 | $8,237-81.7% | $5,665-73.4% | $11,252-86.6% |