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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 | $166,131-51.6% | $164,975-51.3% | $145,877-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.14% | 100.37%-89.2pp | 70.12%-59.0pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,978 | $5,276-24.6% | $4,343-8.4% | $4,663-14.7% |
| Participant deferral / active EE | $7,163 | $6,962+2.9% | $6,033+18.7% | $6,691+7.1% |
| Admin fee / account holder | $699 | $16,648-95.8% | $12,688-94.5% | $13,402-94.8% |