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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 | $108,942-15.1% | $100,415-7.9% | $145,897-36.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.90% | 58.27%-39.4pp | 49.47%-30.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $8,884 | $4,422+100.9% | $3,943+125.3% | $4,663+90.5% |
| Participant deferral / active EE | $17,758 | $8,461+109.9% | $8,091+119.5% | $6,689+165.5% |
| Admin fee / account holder | $27,317 | $9,702+181.6% | $7,906+245.5% | $13,390+104.0% |