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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 | $38,896 | $166,089-76.6% | $164,928-76.4% | $145,978-73.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.50% | 100.26%-85.8pp | 70.08%-55.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,954 | $5,276-63.0% | $4,343-55.0% | $4,662-58.1% |
| Participant deferral / active EE | $7,524 | $6,961+8.1% | $6,034+24.7% | $6,690+12.5% |
| Admin fee / account holder | $842 | $16,641-94.9% | $12,684-93.4% | $13,400-93.7% |