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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 | $109,735 | $165,399-33.7% | $149,745-26.7% | $158,982-31.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.45% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $8,988 | $5,105+76.1% | $4,646+93.5% | $4,763+88.7% |
| Participant deferral / active EE | $6,820 | $7,183-5.1% | $6,843-0.3% | $5,983+14.0% |
| Admin fee / account holder | $38,200 | $10,811+253.3% | $9,312+310.2% | $11,252+239.5% |