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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 | $101,896 | $61,125+66.7% | $94,057+8.3% | $87,485+16.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.82% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $8,122 | $2,136+280.1% | $2,933+176.9% | $2,596+212.8% |
| Participant deferral / active EE | $8,302 | $3,260+154.7% | $4,709+76.3% | $4,274+94.3% |
| Admin fee / account holder | $17,417 | $5,629+209.4% | $7,244+140.4% | $7,775+124.0% |