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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 | $88,885 | $166,268-46.5% | $165,100-46.2% | $145,897-39.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 100.52%-91.8pp | 70.21%-61.5pp | 552.29%-543.5pp |
| Employer contribution / active EE | $4,728 | $5,284-10.5% | $4,348+8.7% | $4,663+1.4% |
| Participant deferral / active EE | $8,007 | $6,964+15.0% | $6,035+32.7% | $6,689+19.7% |
| Admin fee / account holder | $681 | $16,659-95.9% | $12,696-94.6% | $13,390-94.9% |