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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 | $211,224-50.1% | $178,505-40.9% | $145,897-27.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.85% | 30.28%-20.4pp | 27.16%-17.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $6,955 | $4,577+52.0% | $3,955+75.8% | $4,663+49.2% |
| Participant deferral / active EE | $8,409 | $6,966+20.7% | $6,280+33.9% | $6,689+25.7% |
| Admin fee / account holder | $60,321 | $12,109+398.1% | $10,428+478.5% | $13,390+350.5% |