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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 | $121,721 | $108,912+11.8% | $100,383+21.3% | $145,959-16.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 57.96%-41.0pp | 49.26%-32.2pp | 561.95%-544.9pp |
| Employer contribution / active EE | $9,073 | $4,423+105.1% | $3,944+130.1% | $4,661+94.7% |
| Participant deferral / active EE | $9,791 | $8,451+15.9% | $8,086+21.1% | $6,689+46.4% |
| Admin fee / account holder | $1,710 | $9,690-82.4% | $7,900-78.4% | $13,398-87.2% |