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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 | $118,237 | $107,941+9.5% | $91,994+28.5% | $152,897-22.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.25% | 89.28%-71.0pp | 69.04%-50.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $17,320 | $4,212+311.3% | $3,453+401.6% | $4,764+263.6% |
| Participant deferral / active EE | $4,155 | $6,366-34.7% | $5,924-29.9% | $5,851-29.0% |
| Admin fee / account holder | $5,866 | $10,521-44.2% | $7,744-24.2% | $11,599-49.4% |