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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 | $108,911+3.0% | $100,392+11.7% | $145,884-23.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 58.23%-46.5pp | 49.45%-37.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,717 | $4,420+6.7% | $3,941+19.7% | $4,662+1.2% |
| Participant deferral / active EE | $14,060 | $8,459+66.2% | $8,090+73.8% | $6,690+110.2% |
| Admin fee / account holder | $36,465 | $9,698+276.0% | $7,904+361.3% | $13,392+172.3% |