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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 | $48,006 | $102,638-53.2% | $81,982-41.4% | $158,982-69.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 7.86% | 61.05%-53.2pp | 41.31%-33.5pp | 302.99%-295.1pp |
| Employer contribution / active EE | $8,771 | $3,241+170.6% | $2,498+251.1% | $4,763+84.2% |
| Participant deferral / active EE | $4,547 | $4,649-2.2% | $3,722+22.2% | $5,983-24.0% |
| Admin fee / account holder | $1,923 | $8,237-76.7% | $5,665-66.1% | $11,252-82.9% |