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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 | $79,218 | $166,089-52.3% | $164,928-52.0% | $145,978-45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.79% | 100.26%-86.5pp | 70.08%-56.3pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,694 | $5,276-30.0% | $4,343-15.0% | $4,662-20.8% |
| Participant deferral / active EE | $8,797 | $6,961+26.4% | $6,034+45.8% | $6,690+31.5% |
| Admin fee / account holder | $1,118 | $16,641-93.3% | $12,684-91.2% | $13,400-91.7% |