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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 | $91,926 | $95,664-3.9% | $76,902+19.5% | $139,487-34.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.06% | 55.03%-38.0pp | 37.91%-20.8pp | 373.84%-356.8pp |
| Employer contribution / active EE | $7,206 | $3,147+129.0% | $2,534+184.4% | $4,755+51.6% |
| Participant deferral / active EE | $3,195 | $4,626-30.9% | $3,833-16.7% | $6,713-52.4% |
| Admin fee / account holder | $682 | $8,311-91.8% | $5,479-87.5% | $11,407-94.0% |