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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 | $46,000 | $197,637-76.7% | $177,848-74.1% | $158,982-71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.92% | 58.77%-49.8pp | 48.33%-39.4pp | 302.99%-294.1pp |
| Employer contribution / active EE | $12,113 | $6,698+80.8% | $5,919+104.7% | $4,763+154.3% |
| Participant deferral / active EE | $5,442 | $8,405-35.3% | $7,714-29.4% | $5,983-9.0% |
| Admin fee / account holder | $2,202 | $15,406-85.7% | $12,431-82.3% | $11,252-80.4% |