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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 | $126,818 | $108,912+16.4% | $100,383+26.3% | $145,959-13.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 57.96%-46.9pp | 49.26%-38.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,097 | $4,423+15.3% | $3,944+29.2% | $4,661+9.4% |
| Participant deferral / active EE | $2,399 | $8,451-71.6% | $8,086-70.3% | $6,689-64.1% |
| Admin fee / account holder | $813 | $9,690-91.6% | $7,900-89.7% | $13,398-93.9% |