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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 | $89,219 | $118,875-24.9% | $96,572-7.6% | $167,553-46.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.73% | 50.50%-37.8pp | 37.79%-25.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $8,546 | $3,121+173.8% | $2,357+262.5% | $4,840+76.6% |
| Participant deferral / active EE | $7,321 | $4,617+58.6% | $3,850+90.2% | $6,343+15.4% |
| Admin fee / account holder | $739 | $8,070-90.8% | $6,183-88.1% | $12,316-94.0% |