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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 | $108,897+0.4% | $100,378+8.9% | $145,877-25.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 58.17%-44.4pp | 49.41%-35.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,859 | $4,420+9.9% | $3,942+23.3% | $4,663+4.2% |
| Participant deferral / active EE | $9,248 | $8,455+9.4% | $8,087+14.4% | $6,691+38.2% |
| Admin fee / account holder | $10,262 | $9,690+5.9% | $7,899+29.9% | $13,402-23.4% |