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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 | $128,626 | $124,175+3.6% | $108,405+18.7% | $167,536-23.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.42% | 1380.13%-1363.7pp | 905.55%-889.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $5,129 | $4,188+22.5% | $3,559+44.1% | $4,839+6.0% |
| Participant deferral / active EE | $5,129 | $6,908-25.8% | $6,563-21.8% | $6,342-19.1% |
| Admin fee / account holder | $7,203 | $9,457-23.8% | $7,297-1.3% | $12,315-41.5% |