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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 | $90,956 | $165,399-45.0% | $149,745-39.3% | $158,982-42.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.00% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $5,950 | $5,105+16.6% | $4,646+28.1% | $4,763+24.9% |
| Participant deferral / active EE | $11,956 | $7,183+66.4% | $6,843+74.7% | $5,983+99.8% |
| Admin fee / account holder | $31,161 | $10,811+188.2% | $9,312+234.6% | $11,252+176.9% |