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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 | $107,095 | $166,131-35.5% | $164,975-35.1% | $145,877-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.74% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,921 | $5,276-44.6% | $4,343-32.7% | $4,663-37.4% |
| Participant deferral / active EE | $7,563 | $6,962+8.6% | $6,033+25.3% | $6,691+13.0% |
| Admin fee / account holder | $17,524 | $16,648+5.3% | $12,688+38.1% | $13,402+30.8% |