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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 | $105,478 | $211,239-50.1% | $178,528-40.9% | $145,877-27.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.85% | 30.22%-20.4pp | 27.11%-17.3pp | 551.28%-541.4pp |
| Employer contribution / active EE | $6,955 | $4,570+52.2% | $3,950+76.1% | $4,663+49.2% |
| Participant deferral / active EE | $8,409 | $6,963+20.8% | $6,278+33.9% | $6,691+25.7% |
| Admin fee / account holder | $60,321 | $12,095+398.7% | $10,419+479.0% | $13,402+350.1% |