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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 | $117,014 | $102,638+14.0% | $81,991+42.7% | $158,966-26.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.55% | 61.05%-51.5pp | 41.31%-31.8pp | 302.95%-293.4pp |
| Employer contribution / active EE | $9,702 | $3,241+199.3% | $2,498+288.3% | $4,762+103.7% |
| Participant deferral / active EE | $7,541 | $4,649+62.2% | $3,722+102.6% | $5,983+26.0% |
| Admin fee / account holder | $681 | $8,237-91.7% | $5,665-88.0% | $11,250-93.9% |