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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 | $166,020-41.6% | $164,866-41.2% | $145,959-33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.51% | 100.08%-81.6pp | 69.97%-51.5pp | 561.95%-543.4pp |
| Employer contribution / active EE | $3,327 | $5,275-36.9% | $4,343-23.4% | $4,661-28.6% |
| Participant deferral / active EE | $8,035 | $6,961+15.4% | $6,033+33.2% | $6,689+20.1% |
| Admin fee / account holder | $995 | $16,644-94.0% | $12,689-92.2% | $13,398-92.6% |