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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 | $114,412 | $108,897+5.1% | $100,378+14.0% | $145,877-21.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 58.17%-41.5pp | 49.41%-32.8pp | 551.28%-534.7pp |
| Employer contribution / active EE | $5,464 | $4,420+23.6% | $3,942+38.6% | $4,663+17.2% |
| Participant deferral / active EE | $2,363 | $8,455-72.1% | $8,087-70.8% | $6,691-64.7% |
| Admin fee / account holder | $2,329 | $9,690-76.0% | $7,899-70.5% | $13,402-82.6% |