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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 | $80,593 | $166,131-51.5% | $164,975-51.1% | $145,877-44.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,925 | $5,276-63.5% | $4,343-55.7% | $4,663-58.7% |
| Participant deferral / active EE | $4,195 | $6,962-39.8% | $6,033-30.5% | $6,691-37.3% |
| Admin fee / account holder | $16,197 | $16,648-2.7% | $12,688+27.7% | $13,402+20.9% |