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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 | $166,242-51.0% | $165,071-50.6% | $145,884-44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 100.44%-89.7pp | 70.17%-59.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $8,481 | $5,283+60.5% | $4,347+95.1% | $4,662+81.9% |
| Participant deferral / active EE | $5,077 | $6,964-27.1% | $6,035-15.9% | $6,690-24.1% |
| Admin fee / account holder | $6,632 | $16,658-60.2% | $12,695-47.8% | $13,392-50.5% |