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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 | $55,211 | $166,268-66.8% | $165,100-66.6% | $145,897-62.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.13% | 100.52%-91.4pp | 70.21%-61.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,678 | $5,284-30.4% | $4,348-15.4% | $4,663-21.1% |
| Participant deferral / active EE | $8,724 | $6,964+25.3% | $6,035+44.5% | $6,689+30.4% |
| Admin fee / account holder | $2,007 | $16,659-88.0% | $12,696-84.2% | $13,390-85.0% |