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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 | $103,441 | $166,131-37.7% | $164,975-37.3% | $145,877-29.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.64% | 100.37%-88.7pp | 70.12%-58.5pp | 551.28%-539.6pp |
| Employer contribution / active EE | $15,600 | $5,276+195.7% | $4,343+259.2% | $4,663+234.6% |
| Participant deferral / active EE | $2,571 | $6,962-63.1% | $6,033-57.4% | $6,691-61.6% |
| Admin fee / account holder | $4,531 | $16,648-72.8% | $12,688-64.3% | $13,402-66.2% |