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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 | $155,618 | $108,912+42.9% | $100,383+55.0% | $145,959+6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 57.96%-45.6pp | 49.26%-36.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $5,223 | $4,423+18.1% | $3,944+32.4% | $4,661+12.1% |
| Participant deferral / active EE | $13,000 | $8,451+53.8% | $8,086+60.8% | $6,689+94.4% |
| Admin fee / account holder | $19,308 | $9,690+99.3% | $7,900+144.4% | $13,398+44.1% |