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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 | $104,295 | $103,038+1.2% | $90,324+15.5% | $152,909-31.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.95% | 95.25%-79.3pp | 78.15%-62.2pp | 345.46%-329.5pp |
| Employer contribution / active EE | $5,059 | $3,141+61.1% | $2,856+77.2% | $4,764+6.2% |
| Participant deferral / active EE | $7,326 | $4,282+71.1% | $3,885+88.6% | $5,851+25.2% |
| Admin fee / account holder | $10,872 | $6,177+76.0% | $5,356+103.0% | $11,601-6.3% |