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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 | $30,284 | $166,131-81.8% | $164,975-81.6% | $145,877-79.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.31% | 100.37%-86.1pp | 70.12%-55.8pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,692 | $5,276-49.0% | $4,343-38.0% | $4,663-42.3% |
| Participant deferral / active EE | $6,841 | $6,962-1.7% | $6,033+13.4% | $6,691+2.2% |
| Admin fee / account holder | $1,034 | $16,648-93.8% | $12,688-91.9% | $13,402-92.3% |