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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 | $112,011 | $99,921+12.1% | $85,009+31.8% | $145,959-23.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.70% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $6,222 | $3,233+92.5% | $2,728+128.0% | $4,661+33.5% |
| Participant deferral / active EE | $6,700 | $5,293+26.6% | $4,522+48.2% | $6,689+0.2% |
| Admin fee / account holder | $887 | $7,252-87.8% | $6,153-85.6% | $13,398-93.4% |