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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 | $87,758 | $254,759-65.6% | $216,567-59.5% | $198,609-55.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.70% | 10.04%-1.3pp | 12.94%-4.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $9,881 | $6,096+62.1% | $5,216+89.4% | $5,055+95.4% |
| Participant deferral / active EE | $3,900 | $6,948-43.9% | $6,191-37.0% | $6,977-44.1% |
| Admin fee / account holder | $5,080 | $26,311-80.7% | $21,981-76.9% | $19,030-73.3% |