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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 | $97,763 | $166,089-41.1% | $164,928-40.7% | $145,978-33.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.86% | 100.26%-91.4pp | 70.08%-61.2pp | 550.52%-541.7pp |
| Employer contribution / active EE | $2,804 | $5,276-46.9% | $4,343-35.4% | $4,662-39.9% |
| Participant deferral / active EE | $16,045 | $6,961+130.5% | $6,034+165.9% | $6,690+139.9% |
| Admin fee / account holder | $1,551 | $16,641-90.7% | $12,684-87.8% | $13,400-88.4% |