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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 | $108,897+42.9% | $100,378+55.0% | $145,877+6.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 58.17%-45.8pp | 49.41%-37.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,223 | $4,420+18.2% | $3,942+32.5% | $4,663+12.0% |
| Participant deferral / active EE | $13,000 | $8,455+53.8% | $8,087+60.7% | $6,691+94.3% |
| Admin fee / account holder | $19,308 | $9,690+99.3% | $7,899+144.4% | $13,402+44.1% |