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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 | $107,489 | $166,268-35.4% | $165,100-34.9% | $145,897-26.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.83% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,547 | $5,284-70.7% | $4,348-64.4% | $4,663-66.8% |
| Participant deferral / active EE | $4,971 | $6,964-28.6% | $6,035-17.6% | $6,689-25.7% |
| Admin fee / account holder | $10,573 | $16,659-36.5% | $12,696-16.7% | $13,390-21.0% |