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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 | $121,539 | $103,008+18.0% | $90,304+34.6% | $152,897-20.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.73% | 95.22%-75.5pp | 78.13%-58.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $3,533 | $3,139+12.5% | $2,855+23.8% | $4,764-25.8% |
| Participant deferral / active EE | $7,161 | $4,281+67.3% | $3,885+84.3% | $5,851+22.4% |
| Admin fee / account holder | $5,803 | $6,175-6.0% | $5,354+8.4% | $11,599-50.0% |