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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 | $208,088-57.4% | $186,193-52.4% | $154,746-42.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.38% | 89.97%-78.6pp | 78.03%-66.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $8,000 | $4,340+84.3% | $3,918+104.2% | $4,379+82.7% |
| Participant deferral / active EE | $9,075 | $7,078+28.2% | $6,513+39.3% | $6,730+34.8% |
| Admin fee / account holder | $339 | $11,698-97.1% | $11,058-96.9% | $14,365-97.6% |