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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 | $118,789 | $108,922+9.1% | $100,398+18.3% | $145,978-18.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 58.04%-45.9pp | 49.32%-37.2pp | 550.52%-538.4pp |
| Employer contribution / active EE | $5,804 | $4,426+31.1% | $3,946+47.1% | $4,662+24.5% |
| Participant deferral / active EE | $6,033 | $8,450-28.6% | $8,084-25.4% | $6,690-9.8% |
| Admin fee / account holder | $2,269 | $9,680-76.6% | $7,893-71.3% | $13,400-83.1% |