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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 | $123,490 | $112,131+10.1% | $95,964+28.7% | $158,982-22.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.98% | 171.19%-154.2pp | 91.64%-74.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $6,726 | $3,199+110.2% | $2,541+164.7% | $4,763+41.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,417 | $10,136-86.0% | $6,797-79.2% | $11,252-87.4% |