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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 | $43,439 | $115,814-62.5% | $101,275-57.1% | $158,982-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.61% | 56.16%-47.5pp | 46.48%-37.9pp | 302.99%-294.4pp |
| Employer contribution / active EE | $8,051 | $4,176+92.8% | $3,660+120.0% | $4,763+69.0% |
| Participant deferral / active EE | $5,534 | $4,958+11.6% | $4,371+26.6% | $5,983-7.5% |
| Admin fee / account holder | $889 | $7,249-87.7% | $5,948-85.1% | $11,252-92.1% |