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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 | $108,897+12.6% | $100,378+22.2% | $145,877-15.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 58.17%-47.0pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,523 | $4,420-20.3% | $3,942-10.6% | $4,663-24.5% |
| Participant deferral / active EE | $9,261 | $8,455+9.5% | $8,087+14.5% | $6,691+38.4% |
| Admin fee / account holder | $16,491 | $9,690+70.2% | $7,899+108.8% | $13,402+23.0% |