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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 | $8,242 | $108,212-92.4% | $77,513-89.4% | $158,966-94.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 196.24% | 31.67%+164.6pp | 54.81%+141.4pp | 302.95%-106.7pp |
| Employer contribution / active EE | $8,542 | $1,325+544.7% | $987+765.8% | $4,762+79.4% |
| Participant deferral / active EE | $2,735 | $2,455+11.4% | $1,861+47.0% | $5,983-54.3% |
| Admin fee / account holder | $746 | $3,709-79.9% | $2,859-73.9% | $11,250-93.4% |