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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 | $38,746 | $208,088-81.4% | $186,193-79.2% | $154,746-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.91% | 89.97%-80.1pp | 78.03%-68.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $9,408 | $4,340+116.8% | $3,918+140.1% | $4,379+114.8% |
| Participant deferral / active EE | $6,610 | $7,078-6.6% | $6,513+1.5% | $6,730-1.8% |
| Admin fee / account holder | $12,023 | $11,698+2.8% | $11,058+8.7% | $14,365-16.3% |