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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 | $86,936 | $99,079-12.3% | $78,002+11.5% | $273,972-68.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.92% | 217.93%-210.0pp | 425.99%-418.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $11,556 | $3,308+249.4% | $2,470+367.8% | $4,869+137.4% |
| Participant deferral / active EE | $8,120 | $4,306+88.6% | $3,497+132.2% | $5,287+53.6% |
| Admin fee / account holder | $482 | $8,954-94.6% | $5,481-91.2% | $10,133-95.2% |