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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 | $96,925 | $166,131-41.7% | $164,975-41.2% | $145,877-33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.51% | 100.37%-81.9pp | 70.12%-51.6pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,327 | $5,276-36.9% | $4,343-23.4% | $4,663-28.7% |
| Participant deferral / active EE | $8,035 | $6,962+15.4% | $6,033+33.2% | $6,691+20.1% |
| Admin fee / account holder | $995 | $16,648-94.0% | $12,688-92.2% | $13,402-92.6% |