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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 | $101,739 | $166,131-38.8% | $164,975-38.3% | $145,877-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.89% | 100.37%-84.5pp | 70.12%-54.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,639 | $5,276-50.0% | $4,343-39.2% | $4,663-43.4% |
| Participant deferral / active EE | $5,196 | $6,962-25.4% | $6,033-13.9% | $6,691-22.3% |
| Admin fee / account holder | $10,322 | $16,648-38.0% | $12,688-18.6% | $13,402-23.0% |