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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 | $122,663 | $108,942+12.6% | $100,415+22.2% | $145,897-15.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 58.27%-47.1pp | 49.47%-38.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,523 | $4,422-20.3% | $3,943-10.7% | $4,663-24.4% |
| Participant deferral / active EE | $9,261 | $8,461+9.4% | $8,091+14.5% | $6,689+38.4% |
| Admin fee / account holder | $16,491 | $9,702+70.0% | $7,906+108.6% | $13,390+23.2% |