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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 | $112,187 | $108,922+3.0% | $100,398+11.7% | $145,978-23.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 58.04%-46.3pp | 49.32%-37.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,717 | $4,426+6.6% | $3,946+19.6% | $4,662+1.2% |
| Participant deferral / active EE | $14,060 | $8,450+66.4% | $8,084+73.9% | $6,690+110.2% |
| Admin fee / account holder | $36,465 | $9,680+276.7% | $7,893+362.0% | $13,400+172.1% |