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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 | $197,594-76.7% | $177,822-74.1% | $158,931-71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.92% | 58.76%-49.8pp | 48.32%-39.4pp | 302.86%-293.9pp |
| Employer contribution / active EE | $12,113 | $6,697+80.9% | $5,918+104.7% | $4,761+154.4% |
| Participant deferral / active EE | $5,442 | $8,405-35.2% | $7,714-29.5% | $5,982-9.0% |
| Admin fee / account holder | $2,202 | $15,400-85.7% | $12,428-82.3% | $11,247-80.4% |