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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 | $90,945 | $90,504+0.5% | $78,690+15.6% | $273,965-66.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 46.37% | 75.61%-29.2pp | 62.18%-15.8pp | 41.45%+4.9pp |
| Employer contribution / active EE | $8,843 | $3,176+178.5% | $2,851+210.2% | $4,869+81.6% |
| Participant deferral / active EE | $13,310 | $3,901+241.2% | $3,517+278.5% | $5,287+151.7% |
| Admin fee / account holder | $17,626 | $5,263+234.9% | $4,511+290.8% | $10,132+74.0% |