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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 | $52,227 | $166,131-68.6% | $164,975-68.3% | $145,877-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.40% | 100.37%-79.0pp | 70.12%-48.7pp | 551.28%-529.9pp |
| Employer contribution / active EE | $4,577 | $5,276-13.2% | $4,343+5.4% | $4,663-1.8% |
| Participant deferral / active EE | $8,259 | $6,962+18.6% | $6,033+36.9% | $6,691+23.4% |
| Admin fee / account holder | $4,328 | $16,648-74.0% | $12,688-65.9% | $13,402-67.7% |