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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 | $106,802 | $103,038+3.7% | $90,324+18.2% | $152,909-30.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.54% | 95.25%-74.7pp | 78.15%-57.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $6,503 | $3,141+107.1% | $2,856+127.7% | $4,764+36.5% |
| Participant deferral / active EE | $4,715 | $4,282+10.1% | $3,885+21.4% | $5,851-19.4% |
| Admin fee / account holder | $7,463 | $6,177+20.8% | $5,356+39.3% | $11,601-35.7% |