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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 | $81,362 | $93,064-12.6% | $74,577+9.1% | $273,972-70.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 51.83% | 26.18%+25.6pp | 20.47%+31.4pp | 41.46%+10.4pp |
| Employer contribution / active EE | $9,085 | $3,160+187.5% | $2,525+259.8% | $4,869+86.6% |
| Participant deferral / active EE | $2,643 | $4,160-36.5% | $3,458-23.6% | $5,287-50.0% |
| Admin fee / account holder | $876 | $5,273-83.4% | $4,138-78.8% | $10,133-91.4% |