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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 | $88,629 | $289,211-69.4% | $260,467-66.0% | $198,609-55.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.38% | 112.90%-101.5pp | 100.60%-89.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $8,000 | $4,663+71.6% | $4,239+88.7% | $5,055+58.2% |
| Participant deferral / active EE | $9,075 | $6,812+33.2% | $6,319+43.6% | $6,977+30.1% |
| Admin fee / account holder | $339 | $16,236-97.9% | $15,461-97.8% | $19,030-98.2% |