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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 | $75,424 | $166,268-54.6% | $165,100-54.3% | $145,897-48.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.08% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $9,398 | $5,284+77.9% | $4,348+116.1% | $4,663+101.6% |
| Participant deferral / active EE | $11,167 | $6,964+60.3% | $6,035+85.0% | $6,689+66.9% |
| Admin fee / account holder | $3,945 | $16,659-76.3% | $12,696-68.9% | $13,390-70.5% |