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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 | $114,294 | $105,158+8.7% | $94,672+20.7% | $139,487-18.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 38.11%-22.4pp | 156.89%-141.1pp | 373.84%-358.1pp |
| Employer contribution / active EE | $14,578 | $4,107+254.9% | $3,673+296.9% | $4,755+206.6% |
| Participant deferral / active EE | $7,597 | $7,5990% | $7,417+2.4% | $6,713+13.2% |
| Admin fee / account holder | $3,234 | $8,972-64.0% | $7,222-55.2% | $11,407-71.7% |