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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 | $89,937 | $217,432-58.6% | $185,851-51.6% | $167,553-46.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.81% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $4,951 | $5,874-15.7% | $5,168-4.2% | $4,840+2.3% |
| Participant deferral / active EE | $8,801 | $6,357+38.4% | $5,569+58.1% | $6,343+38.8% |
| Admin fee / account holder | $313 | $19,820-98.4% | $16,245-98.1% | $12,316-97.5% |