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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 | $108,911+11.8% | $100,392+21.2% | $145,884-16.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 58.23%-41.2pp | 49.45%-32.4pp | 551.85%-534.8pp |
| Employer contribution / active EE | $9,073 | $4,420+105.3% | $3,941+130.2% | $4,662+94.6% |
| Participant deferral / active EE | $9,791 | $8,459+15.8% | $8,090+21.0% | $6,690+46.4% |
| Admin fee / account holder | $1,710 | $9,698-82.4% | $7,904-78.4% | $13,392-87.2% |