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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 | $56,452 | $134,817-58.1% | $123,973-54.5% | $155,188-63.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.49% | 515.49%-507.0pp | 388.13%-379.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $8,902 | $4,425+101.2% | $4,126+115.8% | $4,248+109.6% |
| Participant deferral / active EE | $3,895 | $5,706-31.7% | $5,247-25.8% | $6,531-40.4% |
| Admin fee / account holder | $259,685 | $13,245+1860.6% | $11,799+2100.9% | $14,480+1693.4% |