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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 | $166,089-35.5% | $164,928-35.1% | $145,978-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.74% | 100.26%-89.5pp | 70.08%-59.3pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,921 | $5,276-44.6% | $4,343-32.7% | $4,662-37.3% |
| Participant deferral / active EE | $7,563 | $6,961+8.6% | $6,034+25.3% | $6,690+13.1% |
| Admin fee / account holder | $17,524 | $16,641+5.3% | $12,684+38.2% | $13,400+30.8% |