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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 | $30,092 | $166,242-81.9% | $165,071-81.8% | $145,884-79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.91% | 100.44%-90.5pp | 70.17%-60.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,016 | $5,283-61.8% | $4,347-53.6% | $4,662-56.8% |
| Participant deferral / active EE | $10,143 | $6,964+45.6% | $6,035+68.1% | $6,690+51.6% |
| Admin fee / account holder | $385 | $16,658-97.7% | $12,695-97.0% | $13,392-97.1% |