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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 | $166,268-35.6% | $165,100-35.1% | $145,897-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.74% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,921 | $5,284-44.7% | $4,348-32.8% | $4,663-37.4% |
| Participant deferral / active EE | $7,563 | $6,964+8.6% | $6,035+25.3% | $6,689+13.1% |
| Admin fee / account holder | $17,524 | $16,659+5.2% | $12,696+38.0% | $13,390+30.9% |