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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 | $34,355 | $144,130-76.2% | $117,860-70.9% | $147,585-76.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.11% | 531.20%-522.1pp | 335.10%-326.0pp | 578.58%-569.5pp |
| Employer contribution / active EE | $7,934 | $4,897+62.0% | $3,786+109.6% | $4,876+62.7% |
| Participant deferral / active EE | $6,910 | $5,316+30.0% | $4,482+54.2% | $5,439+27.1% |
| Admin fee / account holder | $4,704 | $10,887-56.8% | $8,021-41.3% | $10,886-56.8% |