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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 | $130,059 | $108,911+19.4% | $100,392+29.6% | $145,884-10.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 58.23%-44.6pp | 49.45%-35.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,768 | $4,420+30.5% | $3,941+46.3% | $4,662+23.7% |
| Participant deferral / active EE | $21,971 | $8,459+159.7% | $8,090+171.6% | $6,690+228.4% |
| Admin fee / account holder | $13,826 | $9,698+42.6% | $7,904+74.9% | $13,392+3.2% |