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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 | $87,509 | $166,268-47.4% | $165,100-47.0% | $145,897-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.39% | 100.52%-86.1pp | 70.21%-55.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,078 | $5,284-41.7% | $4,348-29.2% | $4,663-34.0% |
| Participant deferral / active EE | $4,140 | $6,964-40.5% | $6,035-31.4% | $6,689-38.1% |
| Admin fee / account holder | $13,717 | $16,659-17.7% | $12,696+8.0% | $13,390+2.4% |