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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 | $54,615 | $166,242-67.1% | $165,071-66.9% | $145,884-62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.63% | 100.44%-76.8pp | 70.17%-46.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $3,760 | $5,283-28.8% | $4,347-13.5% | $4,662-19.3% |
| Participant deferral / active EE | $7,356 | $6,964+5.6% | $6,035+21.9% | $6,690+10.0% |
| Admin fee / account holder | $6,333 | $16,658-62.0% | $12,695-50.1% | $13,392-52.7% |