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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 | $116,973 | $156,616-25.3% | $133,346-12.3% | $198,609-41.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.49% | 44.25%-32.8pp | 36.85%-25.4pp | 202.70%-191.2pp |
| Employer contribution / active EE | $8,934 | $3,368+165.3% | $2,853+213.1% | $5,055+76.7% |
| Participant deferral / active EE | $7,942 | $4,920+61.4% | $4,332+83.3% | $6,977+13.8% |
| Admin fee / account holder | $1,200 | $17,468-93.1% | $14,264-91.6% | $19,030-93.7% |