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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 | $76,208 | $166,242-54.2% | $165,071-53.8% | $145,884-47.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.52% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $8,836 | $5,283+67.3% | $4,347+103.2% | $4,662+89.5% |
| Participant deferral / active EE | $9,910 | $6,964+42.3% | $6,035+64.2% | $6,690+48.1% |
| Admin fee / account holder | $42,612 | $16,658+155.8% | $12,695+235.7% | $13,392+218.2% |