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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 | $81,110 | $166,131-51.2% | $164,975-50.8% | $145,877-44.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.29% | 100.37%-89.1pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $5,239 | $5,276-0.7% | $4,343+20.6% | $4,663+12.4% |
| Participant deferral / active EE | $3,939 | $6,962-43.4% | $6,033-34.7% | $6,691-41.1% |
| Admin fee / account holder | $771 | $16,648-95.4% | $12,688-93.9% | $13,402-94.2% |