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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 | $88,518 | $81,208+9.0% | $98,920-10.5% | $79,856+10.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.12% | 60.99%-49.9pp | 196.47%-185.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $7,951 | $1,960+305.8% | $2,689+195.7% | $2,471+221.8% |
| Participant deferral / active EE | $5,746 | $3,265+76.0% | $4,245+35.4% | $3,741+53.6% |
| Admin fee / account holder | $8,279 | $6,013+37.7% | $6,643+24.6% | $5,306+56.0% |