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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 | $83,562 | $165,361-49.5% | $149,715-44.2% | $158,950-47.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.89% | 348.24%-338.3pp | 276.66%-266.8pp | 302.91%-293.0pp |
| Employer contribution / active EE | $8,905 | $5,103+74.5% | $4,645+91.7% | $4,762+87.0% |
| Participant deferral / active EE | $10,975 | $7,182+52.8% | $6,842+60.4% | $5,983+83.4% |
| Admin fee / account holder | $31,039 | $10,808+187.2% | $9,310+233.4% | $11,248+175.9% |