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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 | $129,458 | $115,814+11.8% | $101,275+27.8% | $158,982-18.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.55% | 56.16%-44.6pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $7,484 | $4,176+79.2% | $3,660+104.5% | $4,763+57.1% |
| Participant deferral / active EE | $6,004 | $4,958+21.1% | $4,371+37.4% | $5,983+0.3% |
| Admin fee / account holder | $22,070 | $7,249+204.5% | $5,948+271.0% | $11,252+96.1% |