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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 | $89,999 | $134,001-32.8% | $112,258-19.8% | $134,509-33.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.81% | 47.15%-42.3pp | 27.47%-22.7pp | 418.13%-413.3pp |
| Employer contribution / active EE | $7,082 | $4,039+75.3% | $3,636+94.8% | $4,741+49.4% |
| Participant deferral / active EE | $7,624 | $5,291+44.1% | $4,728+61.2% | $6,400+19.1% |
| Admin fee / account holder | $4,545 | $7,491-39.3% | $6,411-29.1% | $11,427-60.2% |