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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 | $48,795 | $166,242-70.6% | $165,071-70.4% | $145,884-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.73% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,992 | $5,283-43.4% | $4,347-31.2% | $4,662-35.8% |
| Participant deferral / active EE | $5,641 | $6,964-19.0% | $6,035-6.5% | $6,690-15.7% |
| Admin fee / account holder | $1,636 | $16,658-90.2% | $12,695-87.1% | $13,392-87.8% |