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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 | $44,720 | $166,242-73.1% | $165,071-72.9% | $145,884-69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.08% | 100.44%-89.4pp | 70.17%-59.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $7,457 | $5,283+41.2% | $4,347+71.5% | $4,662+60.0% |
| Participant deferral / active EE | $6,600 | $6,964-5.2% | $6,035+9.4% | $6,690-1.3% |
| Admin fee / account holder | $794 | $16,658-95.2% | $12,695-93.7% | $13,392-94.1% |