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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 | $76,237 | $166,020-54.1% | $164,866-53.8% | $145,959-47.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.30% | 100.08%-88.8pp | 69.97%-58.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $4,806 | $5,275-8.9% | $4,343+10.7% | $4,661+3.1% |
| Participant deferral / active EE | $4,606 | $6,961-33.8% | $6,033-23.7% | $6,689-31.1% |
| Admin fee / account holder | $1,270 | $16,644-92.4% | $12,689-90.0% | $13,398-90.5% |