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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 | $102,371 | $81,208+26.1% | $98,920+3.5% | $79,856+28.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.47%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,159 | $1,960+163.3% | $2,689+91.8% | $2,471+108.8% |
| Participant deferral / active EE | $5,059 | $3,265+54.9% | $4,245+19.2% | $3,741+35.2% |
| Admin fee / account holder | $11,693 | $6,013+94.5% | $6,643+76.0% | $5,306+120.4% |