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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 | $103,970 | $166,242-37.5% | $165,071-37.0% | $145,884-28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.31% | 100.44%-84.1pp | 70.17%-53.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,091 | $5,283-41.5% | $4,347-28.9% | $4,662-33.7% |
| Participant deferral / active EE | $4,889 | $6,964-29.8% | $6,035-19.0% | $6,690-26.9% |
| Admin fee / account holder | $66,103 | $16,658+296.8% | $12,695+420.7% | $13,392+393.6% |