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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 | $101,627 | $166,089-38.8% | $164,928-38.4% | $145,978-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.21% | 100.26%-90.0pp | 70.08%-59.9pp | 550.52%-540.3pp |
| Employer contribution / active EE | $4,682 | $5,276-11.3% | $4,343+7.8% | $4,662+0.4% |
| Participant deferral / active EE | $7,167 | $6,961+2.9% | $6,034+18.8% | $6,690+7.1% |
| Admin fee / account holder | $706 | $16,641-95.8% | $12,684-94.4% | $13,400-94.7% |