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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 | $118,416 | $103,008+15.0% | $90,304+31.1% | $152,897-22.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.51% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $5,015 | $3,139+59.7% | $2,855+75.7% | $4,764+5.3% |
| Participant deferral / active EE | $7,537 | $4,281+76.0% | $3,885+94.0% | $5,851+28.8% |
| Admin fee / account holder | $9,610 | $6,175+55.6% | $5,354+79.5% | $11,599-17.2% |