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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 | $117,902 | $109,967+7.2% | $97,197+21.3% | $145,877-19.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.09% | 244.27%-236.2pp | 75.47%-67.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $7,540 | $3,077+145.1% | $2,723+176.9% | $4,663+61.7% |
| Participant deferral / active EE | $6,204 | $4,676+32.7% | $4,263+45.5% | $6,691-7.3% |
| Admin fee / account holder | $35,956 | $6,199+480.0% | $5,637+537.8% | $13,402+168.3% |