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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 | $107,875 | $162,821-33.7% | $133,978-19.5% | $158,982-32.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.54% | 41.95%-33.4pp | 45.10%-36.6pp | 302.99%-294.4pp |
| Employer contribution / active EE | $9,672 | $4,976+94.4% | $3,919+146.8% | $4,763+103.1% |
| Participant deferral / active EE | $8,979 | $5,910+51.9% | $5,047+77.9% | $5,983+50.1% |
| Admin fee / account holder | $1,337 | $11,742-88.6% | $8,930-85.0% | $11,252-88.1% |