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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 | $109,649 | $107,363+2.1% | $92,909+18.0% | $152,897-28.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.65% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $4,377 | $4,222+3.7% | $3,653+19.8% | $4,764-8.1% |
| Participant deferral / active EE | $10,950 | $4,848+125.9% | $4,238+158.4% | $5,851+87.1% |
| Admin fee / account holder | $12,842 | $7,082+81.4% | $5,795+121.6% | $11,599+10.7% |