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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 | $118,245 | $108,897+8.6% | $100,378+17.8% | $145,877-18.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 58.17%-42.6pp | 49.41%-33.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $8,364 | $4,420+89.2% | $3,942+112.2% | $4,663+79.4% |
| Participant deferral / active EE | $30,500 | $8,455+260.7% | $8,087+277.1% | $6,691+355.9% |
| Admin fee / account holder | $885 | $9,690-90.9% | $7,899-88.8% | $13,402-93.4% |