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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 | $166,131-60.3% | $164,975-60.0% | $145,877-54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.12% | 100.37%-85.2pp | 70.12%-55.0pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,728 | $5,276-10.4% | $4,343+8.9% | $4,663+1.4% |
| Participant deferral / active EE | $10,100 | $6,962+45.1% | $6,033+67.4% | $6,691+51.0% |
| Admin fee / account holder | $705 | $16,648-95.8% | $12,688-94.4% | $13,402-94.7% |