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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 | $129,501 | $115,814+11.8% | $101,275+27.9% | $158,982-18.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.00% | 56.16%-33.2pp | 46.48%-23.5pp | 302.99%-280.0pp |
| Employer contribution / active EE | $4,970 | $4,176+19.0% | $3,660+35.8% | $4,763+4.4% |
| Participant deferral / active EE | $7,996 | $4,958+61.3% | $4,371+83.0% | $5,983+33.6% |
| Admin fee / account holder | $56,301 | $7,249+676.7% | $5,948+846.6% | $11,252+400.4% |