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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 | $108,897+3.0% | $100,378+11.8% | $145,877-23.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 58.17%-46.4pp | 49.41%-37.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,717 | $4,420+6.7% | $3,942+19.7% | $4,663+1.2% |
| Participant deferral / active EE | $14,060 | $8,455+66.3% | $8,087+73.9% | $6,691+110.2% |
| Admin fee / account holder | $36,465 | $9,690+276.3% | $7,899+361.6% | $13,402+172.1% |