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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 | $28,164 | $166,131-83.0% | $164,975-82.9% | $145,877-80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.17% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,991 | $5,276-24.4% | $4,343-8.1% | $4,663-14.4% |
| Participant deferral / active EE | $6,759 | $6,962-2.9% | $6,033+12.0% | $6,691+1.0% |
| Admin fee / account holder | $12,874 | $16,648-22.7% | $12,688+1.5% | $13,402-3.9% |