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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 | $136,459 | $165,361-17.5% | $149,715-8.9% | $158,950-14.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.52% | 348.24%-339.7pp | 276.66%-268.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $7,893 | $5,103+54.7% | $4,645+69.9% | $4,762+65.7% |
| Participant deferral / active EE | $18,658 | $7,182+159.8% | $6,842+172.7% | $5,983+211.9% |
| Admin fee / account holder | $49,659 | $10,808+359.5% | $9,310+433.4% | $11,248+341.5% |