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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 | $120,632 | $110,337+9.3% | $102,383+17.8% | $145,877-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 64.94% | 24.83%+40.1pp | 24.94%+40.0pp | 551.28%-486.3pp |
| Employer contribution / active EE | $8,518 | $4,216+102.0% | $3,870+120.1% | $4,663+82.7% |
| Participant deferral / active EE | $11,667 | $5,621+107.6% | $5,060+130.6% | $6,691+74.4% |
| Admin fee / account holder | $291,640 | $9,750+2891.3% | $8,391+3375.5% | $13,402+2076.1% |