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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 | $70,765 | $166,268-57.4% | $165,100-57.1% | $145,897-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.33% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $4,015 | $5,284-24.0% | $4,348-7.7% | $4,663-13.9% |
| Participant deferral / active EE | $8,856 | $6,964+27.2% | $6,035+46.7% | $6,689+32.4% |
| Admin fee / account holder | $620 | $16,659-96.3% | $12,696-95.1% | $13,390-95.4% |