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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 | $92,493 | $108,897-15.1% | $100,378-7.9% | $145,877-36.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.90% | 58.17%-39.3pp | 49.41%-30.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $8,884 | $4,420+101.0% | $3,942+125.4% | $4,663+90.5% |
| Participant deferral / active EE | $17,758 | $8,455+110.0% | $8,087+119.6% | $6,691+165.4% |
| Admin fee / account holder | $27,317 | $9,690+181.9% | $7,899+245.8% | $13,402+103.8% |