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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 | $166,268-83.1% | $165,100-82.9% | $145,897-80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.17% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,991 | $5,284-24.5% | $4,348-8.2% | $4,663-14.4% |
| Participant deferral / active EE | $6,759 | $6,964-2.9% | $6,035+12.0% | $6,689+1.0% |
| Admin fee / account holder | $12,874 | $16,659-22.7% | $12,696+1.4% | $13,390-3.9% |