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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 | $108,911+10.8% | $100,392+20.2% | $145,884-17.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,945 | $4,420+34.5% | $3,941+50.8% | $4,662+27.5% |
| Participant deferral / active EE | $4,605 | $8,459-45.6% | $8,090-43.1% | $6,690-31.2% |
| Admin fee / account holder | $27,471 | $9,698+183.3% | $7,904+247.6% | $13,392+105.1% |