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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 | $81,846 | $162,821-49.7% | $133,978-38.9% | $158,982-48.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 41.95%-28.9pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $9,247 | $4,976+85.8% | $3,919+136.0% | $4,763+94.2% |
| Participant deferral / active EE | $7,235 | $5,910+22.4% | $5,047+43.3% | $5,983+20.9% |
| Admin fee / account holder | $18,872 | $11,742+60.7% | $8,930+111.3% | $11,252+67.7% |