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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 | $87,399 | $154,159-43.3% | $130,026-32.8% | $139,456-37.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.17% | 32.50%-13.3pp | -137.26%+156.4pp | 373.45%-354.3pp |
| Employer contribution / active EE | $4,999 | $5,292-5.5% | $4,321+15.7% | $4,753+5.2% |
| Participant deferral / active EE | $10,274 | $6,710+53.1% | $5,821+76.5% | $6,711+53.1% |
| Admin fee / account holder | $551 | $14,001-96.1% | $10,608-94.8% | $11,407-95.2% |