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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 | $81,463 | $166,131-51.0% | $164,975-50.6% | $145,877-44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $8,481 | $5,276+60.7% | $4,343+95.3% | $4,663+81.9% |
| Participant deferral / active EE | $5,077 | $6,962-27.1% | $6,033-15.9% | $6,691-24.1% |
| Admin fee / account holder | $6,632 | $16,648-60.2% | $12,688-47.7% | $13,402-50.5% |