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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 | $120,692 | $108,942+10.8% | $100,415+20.2% | $145,897-17.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.27%-47.9pp | 49.47%-39.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,945 | $4,422+34.4% | $3,943+50.8% | $4,663+27.5% |
| Participant deferral / active EE | $4,605 | $8,461-45.6% | $8,091-43.1% | $6,689-31.2% |
| Admin fee / account holder | $27,471 | $9,702+183.2% | $7,906+247.5% | $13,390+105.2% |