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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 | $40,493 | $166,268-75.6% | $165,100-75.5% | $145,897-72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.25% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,564 | $5,284-51.5% | $4,348-41.0% | $4,663-45.0% |
| Participant deferral / active EE | $9,657 | $6,964+38.7% | $6,035+60.0% | $6,689+44.4% |
| Admin fee / account holder | $1,819 | $16,659-89.1% | $12,696-85.7% | $13,390-86.4% |