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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 | $44,126 | $165,361-73.3% | $149,715-70.5% | $158,950-72.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.30% | 348.24%-338.9pp | 276.66%-267.4pp | 302.91%-293.6pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $9,867 | $7,182+37.4% | $6,842+44.2% | $5,983+64.9% |
| Admin fee / account holder | $98,459 | $10,808+811.0% | $9,310+957.6% | $11,248+775.3% |