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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 | $108,942+5.0% | $100,415+13.9% | $145,897-21.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 58.27%-41.6pp | 49.47%-32.8pp | 552.29%-535.7pp |
| Employer contribution / active EE | $5,464 | $4,422+23.6% | $3,943+38.6% | $4,663+17.2% |
| Participant deferral / active EE | $2,363 | $8,461-72.1% | $8,091-70.8% | $6,689-64.7% |
| Admin fee / account holder | $2,329 | $9,702-76.0% | $7,906-70.5% | $13,390-82.6% |