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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 | $109,284 | $108,942+0.3% | $100,415+8.8% | $145,897-25.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,859 | $4,422+9.9% | $3,943+23.2% | $4,663+4.2% |
| Participant deferral / active EE | $9,248 | $8,461+9.3% | $8,091+14.3% | $6,689+38.3% |
| Admin fee / account holder | $10,262 | $9,702+5.8% | $7,906+29.8% | $13,390-23.4% |