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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 | $91,183 | $201,259-54.7% | $184,200-50.5% | $145,959-37.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.69% | 28.98%-19.3pp | 28.80%-19.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $8,350 | $7,018+19.0% | $6,424+30.0% | $4,661+79.1% |
| Participant deferral / active EE | $8,077 | $9,806-17.6% | $9,132-11.5% | $6,689+20.8% |
| Admin fee / account holder | $6,929 | $16,372-57.7% | $13,907-50.2% | $13,398-48.3% |