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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 | $89,947 | $162,821-44.8% | $133,978-32.9% | $158,982-43.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.00% | 41.95%-32.9pp | 45.10%-36.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $7,795 | $4,976+56.6% | $3,919+98.9% | $4,763+63.7% |
| Participant deferral / active EE | $6,906 | $5,910+16.8% | $5,047+36.8% | $5,983+15.4% |
| Admin fee / account holder | $558 | $11,742-95.2% | $8,930-93.7% | $11,252-95.0% |