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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 | $128,690 | $108,942+18.1% | $100,415+28.2% | $145,897-11.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.97% | 58.27%-37.3pp | 49.47%-28.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $3,000 | $4,422-32.2% | $3,943-23.9% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,489 | $9,702-22.8% | $7,906-5.3% | $13,390-44.1% |