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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 | $61,528 | $166,268-63.0% | $165,100-62.7% | $145,897-57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.39% | 100.52%-75.1pp | 70.21%-44.8pp | 552.29%-526.9pp |
| Employer contribution / active EE | $5,190 | $5,284-1.8% | $4,348+19.4% | $4,663+11.3% |
| Participant deferral / active EE | $8,463 | $6,964+21.5% | $6,035+40.2% | $6,689+26.5% |
| Admin fee / account holder | $6,400 | $16,659-61.6% | $12,696-49.6% | $13,390-52.2% |