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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 | $111,495 | $102,638+8.6% | $81,982+36.0% | $158,982-29.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.47% | 61.05%-48.6pp | 41.31%-28.8pp | 302.99%-290.5pp |
| Employer contribution / active EE | $8,745 | $3,241+169.8% | $2,498+250.0% | $4,763+83.6% |
| Participant deferral / active EE | $4,332 | $4,649-6.8% | $3,722+16.4% | $5,983-27.6% |
| Admin fee / account holder | $16,469 | $8,237+99.9% | $5,665+190.7% | $11,252+46.4% |