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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 | $84,504 | $166,268-49.2% | $165,100-48.8% | $145,897-42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.33% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $21,657 | $5,284+309.9% | $4,348+398.1% | $4,663+364.5% |
| Participant deferral / active EE | $9,479 | $6,964+36.1% | $6,035+57.1% | $6,689+41.7% |
| Admin fee / account holder | $2,904 | $16,659-82.6% | $12,696-77.1% | $13,390-78.3% |