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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 | $108,897+16.5% | $100,378+26.3% | $145,877-13.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 58.17%-47.1pp | 49.41%-38.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,097 | $4,420+15.3% | $3,942+29.3% | $4,663+9.3% |
| Participant deferral / active EE | $2,399 | $8,455-71.6% | $8,087-70.3% | $6,691-64.1% |
| Admin fee / account holder | $813 | $9,690-91.6% | $7,899-89.7% | $13,402-93.9% |