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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 | $81,209 | $232,540-65.1% | $185,117-56.1% | $147,586-45.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.05% | 43.03%-29.0pp | 40.50%-26.5pp | 578.59%-564.5pp |
| Employer contribution / active EE | $8,564 | $5,195+64.8% | $4,182+104.8% | $4,876+75.6% |
| Participant deferral / active EE | $1,421 | $5,834-75.6% | $5,045-71.8% | $5,439-73.9% |
| Admin fee / account holder | $818 | $10,275-92.0% | $8,159-90.0% | $10,886-92.5% |