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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 | $93,075 | $141,004-34.0% | $112,273-17.1% | $139,466-33.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.48% | 32.75%-18.3pp | 30.23%-15.7pp | 373.66%-359.2pp |
| Employer contribution / active EE | $8,437 | $4,285+96.9% | $3,431+145.9% | $4,754+77.5% |
| Participant deferral / active EE | $4,420 | $5,878-24.8% | $4,800-7.9% | $6,712-34.2% |
| Admin fee / account holder | $172,497 | $9,959+1632.1% | $7,752+2125.2% | $11,409+1412.0% |