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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 | $80,383 | $166,242-51.6% | $165,071-51.3% | $145,884-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.14% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,978 | $5,283-24.7% | $4,347-8.5% | $4,662-14.7% |
| Participant deferral / active EE | $7,163 | $6,964+2.9% | $6,035+18.7% | $6,690+7.1% |
| Admin fee / account holder | $699 | $16,658-95.8% | $12,695-94.5% | $13,392-94.8% |