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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 | $122,329 | $115,796+5.6% | $101,264+20.8% | $158,950-23.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.97% | 56.15%-40.2pp | 46.48%-30.5pp | 302.91%-286.9pp |
| Employer contribution / active EE | $7,000 | $4,175+67.7% | $3,660+91.3% | $4,762+47.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,041 | $7,247-85.6% | $5,947-82.5% | $11,248-90.7% |