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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 | $120,910 | $108,922+11.0% | $100,398+20.4% | $145,978-17.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 58.04%-44.2pp | 49.32%-35.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $7,906 | $4,426+78.6% | $3,946+100.4% | $4,662+69.6% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,275 | $9,680-66.2% | $7,893-58.5% | $13,400-75.6% |