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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 | $66,005 | $166,268-60.3% | $165,100-60.0% | $145,897-54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.12% | 100.52%-85.4pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,728 | $5,284-10.5% | $4,348+8.7% | $4,663+1.4% |
| Participant deferral / active EE | $10,100 | $6,964+45.0% | $6,035+67.4% | $6,689+51.0% |
| Admin fee / account holder | $705 | $16,659-95.8% | $12,696-94.5% | $13,390-94.7% |