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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 | $100,492 | $90,504+11.0% | $78,690+27.7% | $273,965-63.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.16% | 75.61%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $11,601 | $3,176+265.3% | $2,851+307.0% | $4,869+138.3% |
| Participant deferral / active EE | $6,343 | $3,901+62.6% | $3,517+80.4% | $5,287+20.0% |
| Admin fee / account holder | $84,936 | $5,263+1513.7% | $4,511+1783.1% | $10,132+738.3% |